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 65
Industry experience
2 years
Hank Hargraves is a financial advisor at Retirement Financial Group, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience running his own insurance agency and working with the Insurance Agency of Southeast Texas. Outside of advisory work, he is an independent insurance agent specializing in life, accident, health, property, and casualty insurance. Retirement Financial Group, LLC manages approximately $153 million in client assets through a three-advisor team, serving individuals, high-net-worth clients, trusts, estates, and various plans. The firm offers discretionary portfolio management along with financial planning services, implementing customized investment advice primarily through model portfolios and third-party sub-advisers.
Up to $500 per hour, negotiable
Account minimum: $250,000
1090 Longfellow Dr.
Beaumont, TX 77706
Texas
Retirement Financial Group, LLC
2024 - Present (2 years)
Insurance Agency of Southeast Texas
2022 - 2024 (2 years)
Hank Hargraves Insurance Agency
2018 - 2022 (4 years)
Modern, Inc
2017 - 2018 (1 year)
Unemployed
2017 - 2017 (1 year)
Legacy Christian Academy
2016 - 2016 (1 year)
Lumberton ISD
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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
Lumberton, TX
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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