MC
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Michael Clark

39 Years of Experience
San Antonio, TX
2 DisclosuresBrokerSells Insurance

Michael Clark is a registered investment advisor at Cetera Investment Advisers LLC, based in San Antonio, TX, with 39 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
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Location

9311 San Pedro Ste 750, San Antonio, TX, 78216

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History

Regulatory History (2)
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Customer Dispute
August 2026
Pending
Customer Dispute
April 2001
Settled
Other Business ActivitiesSells Insurance

Michael is president of Aspect Wealth Management Group, LLC, dedicating nearly full-time hours to management, leadership, and advisory services. He also sells fixed insurance products, including life, disability, annuities, and long-term care, dedicating minimal time to this activity, and is a partner/president in multiple technology and mining businesses, and co-owner/co-manager of a commercial sales business.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 4 mos
Cetera Wealth Services, LLCBroker
March 1997 - Present · 29 yrs 7 mos
Previous Registrations
Aspect Wealth Management
September 2006 - December 2021 · 15 yrs 3 mos
Cetera Advisor Networks LLC
March 1997 - June 2023 · 26 yrs 3 mos
Smith Barney INC.Broker
July 1993 - April 1997 · 3 yrs 9 mos
Lehman Brothers INC.Broker
May 1987 - July 1993 · 6 yrs 2 mos
State Registrations25 states
ALARAZCACOFLGAILINKSKYLAMDMINCNJNVNYOHPATNTXUTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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