Douglas
Root
Clarity Financial Advisors LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Douglas Root is a financial advisor based out of Saint Petersburg, Florida who has 1 year of relevant experience. Root is an advisor for Clarity Financial Advisors LLC. Over the course of their career, they have held roles at Pruco Securities LLC, Greenwood Mennonite School, College Student/Unemployed, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc and Clarity Financial Advisors LLC. Root maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Delaware and Florida. Clarity Financial Advisors LLC is a registered investment business that has its headquarters in Saint Petersburg, FL. The company has a total of eight advisors. It has $51 million in total assets among its 1,272 client accounts, placing it among the smaller financial advisory firms in the United States by assets under management. Of its 1,272 customer accounts, just 1% are associated with high-net-worth clients who have more than $1 million in investable assets. The firm offers a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees largely are based on which services the firm provides the client. Fee types charged by Clarity Financial Advisors LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Clarity Financial Advisors LLC Brokerage Details
$51,181,138
8
1,272
$40,237
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Douglas Root Work History
Douglas has been registered as a financial advisor for 1 years.*
Clarity Financial Advisors LLC
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Pruco Securities LLC
Greenwood Mennonite School
College Student/Unemployed
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Douglas Root to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Clarity Financial Advisors LLC
Saint Petersburg, FL
St Petersburg, FL
Saint Petersburg, FL
Saint Petersburg, FL
Saint Petersburg, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
