Adam Cervantes
Investment adviser representative at Ria Advisors
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
10 years in the industry.
- Ria AdvisorsJun 2026 to now
- Avior Wealth Management, LLCJul 2023 to Jun 2026
- The Financial Advisory GroupApr 2019 to Jul 2023
- Practice Advisory GroupDec 2018 to Apr 2019
- UnemployedNov 2018 to Dec 2018
- Specs Wine & SpiritsAug 2017 to Nov 2018
- Texas Tech UniversityMay 2017 to Aug 2017
- Specs Wine & SpiritsSep 2016 to May 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 6821957
- Firm CRD
- 150661