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Clark Calvin Shofner

RETIREMENT FINANCIAL GROUP, LLC·BEAUMONT, Texas
Series 7, Series 63, Series 65Clean record13 years registeredRETIREMENT 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 · 13 years registered
Brand Profile
Not yet started
01

Career History

RETIREMENT FINANCIAL GROUP, LLC
Oct 2022 – present
AE WEALTH MANAGEMENT, LLC
Dec 2016 – Dec 2022
Nederland, TX
GLOBAL FINANCIAL PRIVATE CAPITAL, LLC
Apr 2013 – Dec 2016
JASPER, TX
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · April 2, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RETIREMENT FINANCIAL GROUP, LLC
CRD 322692 · SEC 801-126392
AUM
$122M
Regulatory assets under management
Employees
2
689 client accounts
Services offered by RETIREMENT FINANCIAL GROUP, LLC
Per Form ADV
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at RETIREMENT FINANCIAL GROUP, LLC →
Introduction

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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.
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Erik Otha Morgan
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