Zachary Clark
Zachary Clark is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in San Antonio, TX, with 14 years of industry experience. Zachary 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
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 Registrations22 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
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