Unclaimed
Clark Calvin Shofner is an Investment Advisor Representative registered with Retirement Financial Group, LLC. Clark has been in the financial industry for over 18 years and has a Series 7, Series 63, and Series 65 license. Clark has experience working with a variety of clients, including individuals, corporations, and high-net-worth individuals. Clark is committed to providing personalized financial advice and helping his clients reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
TX
10/26/2022 - Present
Retirement Financial Group, LLC (BEAUMONT TX)
TX
04/16/2004 - 03/29/2010
BFT FINANCIAL GROUP, LLC (JASPER TX)
IA
Issued 02/08/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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