Unclaimed Profile

Richard Preston Clarke

ZRC FINANCIAL SERVICES, LLC·SANTA ROSA, California

Series 65Clean record26 years registeredZRC FINANCIAL SERVICES, LLC

3510 UNOCAL PLACE, SANTA ROSA, CA 95403CRD# 4621807Firm CRD# 123971

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Richard Preston Clarke · SANTA ROSA, CA

Registration

CRD #4621807 · ZRC FINANCIAL SERVICES, LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ZRC FINANCIAL SERVICES, LLC

ELEVATION WEALTH PARTNERS, LLC

Jan 2000 – Sep 2025

SANTA ROSA, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 11, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ZRC WEALTH MANAGEMENT, LLC

CRD 123971 · SEC 801-81152

AUM

$485M

Regulatory assets under management

Employees

825 client accounts

Services offered by ZRC WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ZRC WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Richard Preston Clarke offer?

Richard Preston Clarke specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Richard Preston Clarke's credentials?

Richard Preston Clarke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Preston Clarke located?

Richard Preston Clarke is based in SANTA ROSA, California, last registered with ZRC FINANCIAL SERVICES, LLC.

How does Richard Preston Clarke charge for services?

Richard Preston Clarke's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ZRC FINANCIAL SERVICES, LLC?

ZRC FINANCIAL SERVICES, LLC has approximately 9 employees and manages $485M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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