Advisor at Retirement Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Retirement Financial Group, LLC
Location
Beaumont, TX 77706
Credentials
Series 63, Series 65
Industry experience
13 years
Clark Shofner is a financial advisor with Retirement Financial Group, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior work includes roles at AE Wealth Management, LLC and Global Financial Private Capital. Outside of his advisory work, he is involved in several business ventures including ownership in a water bottling manufacturing company and a partial ownership interest in an indoor soccer facility for children. Retirement Financial Group, LLC manages approximately $153 million in assets through a three-advisor team, serving individuals, trusts, estates, pension and profit-sharing plans, and other entities. The firm offers discretionary portfolio management along with consulting and financial planning services, using third-party model providers to implement customized asset allocation strategies based on client objectives and risk tolerance.
Up to $500 per hour, negotiable
Account minimum: $250,000
1090 Longfellow Dr.
Beaumont, TX 77706
Louisiana · Texas
Retirement Financial Group, LLC
2022 - Present (4 years)
Retirement Financial Group, LLC
2022 - Present (4 years)
AE Wealth Management, LLC
2016 - Present (10 years)
Global Financial Private Capital
2013 - 2016 (3 years)
Retirement National
2013 - Present (13 years)
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Insurance agent
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Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Beaumont, TX
Spindletop Commonwealth Advisors LLC
Series 63
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R & R Financial Services, LLC
Series 65
Beaumont, TX
Asset Growth Associates Wealth Advisors
Series 63, Series 66
Beaumont, TX
Asset Growth Associates Wealth Advisors
Series 65
Beaumont, TX
Retirement Financial Group, LLC
Series 65
Beaumont, TX
Retirement Financial Group, LLC
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