Heather C. Liston

CLARITY FINANCIAL

San Francisco, CA

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CRD#: 6845791

Professional summary

Heather Cecelia Liston, CFP® is a registered financial advisor currently at CLARITY FINANCIAL located in San Francisco, California.

Heather is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Heather has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Heather Cecelia Liston'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®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

June 22, 2022 - Present

CLARITY FINANCIAL

RIA

CRD#: 321702

San Francisco, CA

Past

August 15, 2017 - July 22, 2022

GLOBAL RETIREMENT PARTNERS LLC

RIA

CRD#: 172011

San Francisco, CA

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

California
(6/22/2022)

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Exams

Current Firm

CLARITY FINANCIAL

CLARITY FINANCIAL | LISTON, HEATHER CECELIA

CRD#: 321702 / SEC#:

California

Registered Investment Advisory firm - (6/22/2022 Approved)

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Contact information

Main Address

San Francisco, CA

Mailing Address

Phone number

(415) 867-8703

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Heather C. Liston

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Heather Cecelia Liston's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLARITY FINANCIAL

GLOBAL RETIREMENT PARTNERS LLC

State Registrations and Notice Filings

Exams

Current Firm

CLARITY FINANCIAL

Contact information

Documents

Red Flags

Company Information

CLARITY FINANCIAL

TRUST BUT VERIFY

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