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CLARITY FINANCIAL

LISTON, HEATHER CECELIA

CRD 321702

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

1 total employees; 1 advisory reps; 104 broker-dealer reps

Clients

101-250

Fees

Hourly charges; Fixed fees

Org form

Sole Proprietorship

Filing date

2026-01-25

Disciplinary history

No

Services

Financial planning

Client types

TypeClientsAUM
Individuals35—
High net worth individuals70—

All web addresses on file

Official SEC filing: View on IAPD