Douglas
Root
Clarity Financial Advisors LLC
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About this Advisor
Douglas Root is a financial advisor based in Saint Petersburg, Florida, working with Clarity Financial Advisors LLC. Douglas has previously held positions at Pruco Securities LLC, Greenwood Mennonite School, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, and Clarity Financial Advisors LLC. Douglas has passed the Series 66 regulatory exam and is registered to provide services in Delaware and Florida. Currently, Douglas is part of Clarity Financial Advisors LLC, which operates out of Saint Petersburg, Florida. The firm has 1 office and 4 employees. The firm manages assets totaling $79.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Clarity Financial Advisors LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Clarity Financial Advisors LLC Brokerage Details
$79,897,323
4
1,816
$43,996
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Douglas Root Work History
Clarity Financial Advisors LLC
Pruco Securities LLC
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Greenwood Mennonite School
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
Saint Petersburg, FL
St Petersburg, FL
Saint Petersburg, FL
Saint Petersburg, FL
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