Cheri A. Franklin
CLARITY CAPITAL ADVISORS
Lakewood Ranch, FL 34202
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CRD#: 2012690
Professional summary
Cheri Ada Franklin, AIF®, CFP®, who also goes by Cheri Lynn Ada, Cheri Lynn Ada Franklin, Cheri Lynn Franklin, is a registered financial advisor currently at CLARITY CAPITAL ADVISORS, LLC located in Lakewood Ranch, Florida.
Cheri is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Cheri has worked at 16 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Core Areas of Focus
Fixed Fee (Subscription
Retainer
etc.)
High Net Worth Client Needs
Investment Advice with Ongoing Management
Medical Professionals
Retirement Plan Investment Advice
Retirement Planning & Distribution Rules
Biography
Cheri Franklin, CFP®, AIF®, CRPC® is the President of Clarity Capital Advisors.
Cheri brings to our firm over 25 years of experience in financial services working with individuals, couples, and retirement plans for small and mid-sized companies. She is the first point of contact for our new clients. Cheri enjoys working with our clients to establish attainable goals, particularly with respect to retirement and college planning. She ensures that our clients' asset allocations are consistent with their goals and engages in ongoing communication with each client and their designated estate planning and financial (e.g., accountant) professionals. She oversees the daily operations of the firm and negotiates contracts with our providers to ensure our clients have access to the highest quality investment platforms at a fair price.
Education:
Pepperdine University, B.S. in Management, Graziadio School of Business and Management
Northwestern University, School of Professional Studies, Certified Financial Planner™ Program Certificate
Designations:
CERTIFIED FINANCIAL PLANNER™ professional (CFP®)
Accredited Investment Fiduciary (AIF®)
Chartered Retirement Planning Counselor (CRPC®)
Memberships and Affiliations
Beta Gamma Sigma Business Honor Society - Los Angeles Chapter
Orange County Financial Planning Association
National Association of Personal Financial Advisors
Question & Answer
What are your service offerings?
Flat-Fee Financial Planning - ...
Personal Risk Assessment and A...
Flat-Fee Investment/Portfolio ...
No Cookie Cutter Model Portfol...
Tax-Efficient, Low-Cost Invest...
Employer Retirement Plan Asset...
529 College Savings Plans
Donor Advised Funds for Charit...
Quarterly Client Meeting and P...
Portfolio Rebalancing and Tax ...
Quarterly Portfolio Performanc...
Annual Risk Assessment and Wea...
Other Services - Roth Conversi...
Account Setup and Transfer Doc...
We work together with your fin...
Are you a "fiduciary"?
Yes
Aliases
Cheri Lynn Ada | Cheri Lynn Ada Franklin | Cheri Lynn Franklin
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Cheri Ada Franklin's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
January 27, 2016 - Present
CLARITY CAPITAL ADVISORS, LLC
Office #1: 9040 Town Center Parkway, Lakewood Ranch, FL 34202RIA
CRD#: 282405
Lakewood Ranch, FL
Past
April 7, 2015 - February 11, 2016
DYNAMIC
RIA
CRD#: 151367
IRVINE, CA
Past
December 10, 2009 - April 1, 2015
INDEX FUND ADVISORS, INC.
RIA
CRD#: 109143
LAGUNA HILLS, CA
Past
September 3, 2004 - December 14, 2005
AT INVESTOR SERVICES, INC.
BD
CRD#: 47837
NEW YORK, NY
Past
March 31, 2003 - April 10, 2003
NEWPORTX.COM
BD
CRD#: 104033
IRVINE, CA
Past
December 18, 2000 - March 28, 2001
ON-SITE TRADING, INC.
BD
CRD#: 30271
GREAT NECK, NY
Past
September 30, 1998 - December 13, 2000
LIGHTSPEED PROFESSIONAL TRADING LLC
BD
CRD#: 39293
NEW YORK, NY
Past
May 21, 1998 - October 7, 1998
BLOCK TRADING INC.
BD
CRD#: 36666
HOUSTON, TX
Past
September 19, 1997 - March 30, 1998
BROOKSTREET SECURITIES CORPORATION
BD
CRD#: 14667
SAN JUAN CAPISTRANO, CA
Past
August 7, 1996 - September 4, 1997
CUNA BROKERAGE SERVICES, INC.
BD
CRD#: 13941
WAVERLY, IA
Past
August 1, 1994 - June 6, 1996
BA INVESTMENT SERVICES, INC.
BD
CRD#: 12965
OAKLAND, CA
Past
January 28, 1994 - April 27, 1994
VESTCORP SECURITIES, INC.
BD
CRD#: 14746
IRVINE, CA
Past
April 7, 1993 - September 16, 1993
PAULSON INVESTMENT COMPANY LLC
BD
CRD#: 5670
PORTLAND, OR
Past
February 18, 1992 - March 16, 1993
LEHMAN BROTHERS INC.
BD
CRD#: 7506
NEW YORK, NY
Past
January 17, 1991 - February 20, 1992
CHATFIELD DEAN & CO., INC.
BD
CRD#: 14714
GREENWOOD VILLAGE, CO
Past
April 24, 1990 - October 31, 1990
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CLARITY CAPITAL ADVISORS, LLC
CLARITY CAPITAL ADVISORS, LLC | CLARITY FIDUCIARY ADVISORS
CRD#: 282405 / SEC#: 801-120316
RIA
Registered Investment Advisory firm - (2/12/2021 Approved)California
Registered Investment Advisory firm - (4/21/2021 Terminated)Nebraska
Registered Investment Advisory firm - (3/23/2021 Terminated)Texas
Registered Investment Advisory firm - (3/22/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(9/27/2023)
IAR
Texas(6/4/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
CLARITY CAPITAL ADVISORS, LLC
CLARITY CAPITAL ADVISORS, LLC | CLARITY FIDUCIARY ADVISORS
CRD#: 282405 / SEC#: 801-120316
RIA
Registered Investment Advisory firm - (2/12/2021 Approved)California
Registered Investment Advisory firm - (4/21/2021 Terminated)Nebraska
Registered Investment Advisory firm - (3/23/2021 Terminated)Texas
Registered Investment Advisory firm - (3/22/2021 Terminated)Loading...
Contact information
Main Address
9040 Town Center Parkway, Lakewood Ranch, FL 34202
Mailing Address
Phone number
(800) 345-4635
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 274 |
| AUM (Assets Under Management) | $ 406,339,770 |
Red Flags
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Company Information
CLARITY CAPITAL ADVISORS, LLC
CRD#: 282405Lakewood Ranch, FL 34202TRUST BUT VERIFY
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Contact information
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