Best Investors Account Sign in
Current Employers
Total Clarity Wealth Management, Inc

525 Tyler Rd Suite T, St. Charles, IL 60174 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-04-25
IL RA APPROVED 2007-04-12
  • TX RA
    APPROVED
    Since 2018-04-25
  • IL RA
    APPROVED
    Since 2007-04-12

Branch Locations

525 Tyler Rd Suite T, St. Charles, IL 60174 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Total Clarity Wealth Management, Inc. St. Charles IL 03/2007 Present
Cetera Advisor Networks Llc El Segundo CA 01/2013 10/2016
Lpl Financial Llc St Charles IL 10/2018 Present
  • 03/2007 → Present
    St. Charles, IL
  • 01/2013 → 10/2016
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 10/2018 → Present
    Lpl Financial Llc
    St Charles, IL
Previous Registrations
  • 2001-10-16 → 2018-10-04
    Cetera Wealth Services, Llc
    St. Charles, IL
    St. Charles, IL
Other Businesses

1) 10/01/2018 - WALL STREET FINANCIAL ADVISORS - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/01/2000 - 160 hours per month/ 8 hours during trading 2) 10/01/2018 - TOTAL CLARITY WEALTH MANAGEMENT, INC - NON-VARIABLE INSURANCE - Investment Related - At Reported Business Location(s) - Start Date 10/2001 - 0 hours per month/ 0 hours during trading 3) 10/01/2018 - TOTAL CLARITY WEALTH MANAGEMENT, INC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/2006 - 0 hours per month/ 0 hours during trading 4) 10/01/2018 - FIELDS FINANCIAL SERVICES, INC - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - Not Investment Related - At Reported Business Location(s) - Start Date 10/2001 - 0 hours per month/ during trading 5) 10/03/2018 - TOTAL CLARITY WEALTH MANAGEMENT, INC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Financial Advisor - Start Date: 07/2006 - 140 Hours Per Month/140 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through TOTAL CLARITY WEALTH MANAGEMENT, INC, an independent investment advisor firm. I started this business activity in 7/2018. I expect to spend approximately 140 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1998-05-22
  • S66 Uniform Combined State Law Examination
    1998-05-22
Designations

View on SEC IAPD

More in St. Charles, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor