Zachary Clark
Zachary Clark is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in San Antonio, TX, with 13 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
9311 San Pedro Ste 750, San Antonio, TX, 78216
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Zachary is a financial professional doing business as Aspect Wealth Management, dedicating a full-time commitment to this endeavor. He also has several other business activities, including being a partner/owner in mining and technology distribution companies, treasurer for a ministry, HOA board member, and sells fixed insurance products.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations19 states
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