Richard Everhart has been Partner of Clarity Wealth Management since January 2016, is a control person of the firm and directly owns between 25% and 50% of it.
Clarity Wealth Management, L.L.C. is a Gilbert, AZ firm with $237M under management, 944 clients and 3 advisers in one office, as of its September 2026 filing.
Richard Everhart’s longest registration is the current one, 9 years at Clarity Wealth Management since 2016. Before joining Clarity Wealth Management in 2016, Richard Everhart was registered through LPL Financial LLC and Wells Fargo Advisors, LLC.
- – present · 9 yearsGilbert, AZ · Adviser representative · Firm CRD 284874
- LPL Financial LLC– · 1 yearFort Mill, SC · Adviser representative · Firm CRD 6413
- Wells Fargo Advisors, LLC– · 5 yearsTempe, AZ · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
Richard Everhart is registered as an investment adviser representative in Arizona, since November 2016.
- ArizonaSince 8 November 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 21 January 2011 |
| Series 66 | Uniform Combined State Law Examination | 10 December 2010 |
| Series 7 | General Securities Representative Examination | 17 November 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Richard Monnett Everhart
- CRD
- 5851562
- Firm
- Clarity Wealth Management · CRD 284874
- Role
- Partner
- Office
- 3303 E BASELINE RD, STE. 107, Gilbert, AZ 85234
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 2010
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Richard Everhart work?
Richard Everhart has been Partner of Clarity Wealth Management, L.L.C. since January 2016, and is a control person of the firm.
Is Richard Everhart a financial advisor?
Yes. Richard Everhart has a current investment-adviser registration in Arizona, through Clarity Wealth Management since November 2016.
How many years of experience does Richard Everhart have?
Richard Everhart has 15 years in the financial industry, since November 2010, across 3 adviser firms.
What exams has Richard Everhart passed?
Richard Everhart has passed 3 licensing exams: the Series 7, Series 66 and Series 31. The earliest, the Series 7, was passed in November 2010. FINRA credited Richard Everhart with the SIE, which began in October 2018.
Where did Richard Everhart work before Clarity Wealth Management?
Before Clarity Wealth Management, Richard Everhart was registered through Wells Fargo Advisors, LLC, January 2011 to February 2016.
Where is Richard Everhart based?
Richard Everhart’s registered office is in Gilbert, AZ.
Is Richard Everhart registered with FINRA?
Yes. Richard Everhart has a current broker registration, under CRD 5851562.
Source: FINRA BrokerCheck
How can I verify Richard Everhart’s record?
Search CRD 5851562 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Richard Everhart’s full registration record.
