AdvisorOS Directory
Claim Profile
Unclaimed Profile
CS

Clark Calvin Shofner

RETIREMENT FINANCIAL GROUP, LLC·BEAUMONT, Texas
Clean recordRETIREMENT FINANCIAL GROUP, LLC
1090 LONGFELLOW DR., BEAUMONT, TX 77706CRD# 4785962Firm CRD# 322692

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Clark Calvin Shofner · BEAUMONT, TX
Registration
CRD #4785962 · RETIREMENT FINANCIAL GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Clark Calvin Shofner is a registered financial advisor based in BEAUMONT, Texas, affiliated with RETIREMENT FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

Speak with Clark

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Clark is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
RETIREMENT FINANCIAL GROUP, LLC
RETIREMENT FINANCIAL GROUP, LLC
AUM
$122M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at RETIREMENT FINANCIAL GROUP, LLC →
Services
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4785962
Firm CRD# 322692
View on FINRA BrokerCheck →

Looking for a financial advisor in BEAUMONT?

Browse all registered financial advisors in BEAUMONT, Texas or claim this profile if it's yours.

Browse BEAUMONT AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Clark Calvin Shofner offer?
Clark Calvin Shofner specializes in Investment Management. Contact their office in BEAUMONT, Texas for a consultation.
What are Clark Calvin Shofner's credentials?
Clark Calvin Shofner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Clark Calvin Shofner located?
Clark Calvin Shofner is based in BEAUMONT, Texas, working with RETIREMENT FINANCIAL GROUP, LLC. Their office serves clients in the BEAUMONT metropolitan area and surrounding communities.
How does Clark Calvin Shofner charge for services?
Clark Calvin Shofner's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RETIREMENT FINANCIAL GROUP, LLC?
RETIREMENT FINANCIAL GROUP, LLC has approximately 2 employees and manages $122M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at RETIREMENT FINANCIAL GROUP, LLC

Erik Otha Morgan
BEAUMONT, TX
Katelynn Makenzie Reese
BEAUMONT, TX

More Advisors in BEAUMONT, Texas

Francis Pierce Coker
BEAUMONT ASSET MANAGEMENT, L.L.C.·BEAUMONT, TX
Jeffrey Michael Oliverio
BEAUMONT ASSET MANAGEMENT, L.L.C.·BEAUMONT, TX
Margaret Aldonse Meaux
BEAUMONT ASSET MANAGEMENT, L.L.C.·BEAUMONT, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)THE WOODLANDS (128)IRVING (93)ADDISON (70)SOUTHLAKE (68)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile