James Daniel Ratliff
Investment adviser representative at Ria Advisors
14 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$1.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsSubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Ria Global Research LLCOct 2024 to now
- Ria Insurance AgencyMar 2024 to now
- Ria AdvisorsJul 2017 to now
- Clarity Financial, LLCJul 2017 to now
- Ria Wealth Advisors, LLCAug 2021 to Sep 2023
- J.P. Morgan Securities LLCOct 2012 to Jul 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (TX).
Ria Advisors
Legal name: Clarity Financial, LLC
$1.8BAssets managed
1,367Clients
12Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4934772
- Firm CRD
- 150661