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Clark Calvin Shofner

Retirement Financial Group, LLC

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About Clark Calvin Shofner

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.

Firm Information

Clark Shofner is currently registered with Retirement Financial Group, LLC. Retirement Financial Group, LLC is a Beaumont, TX-based Registered Investment Advisor with approximately $121,665,193 in regulatory assets under management. The firm provides portfolio management for individuals and has 689 total client accounts.
Retirement Financial Group, LLC

1090 LONGFELLOW DR.

BEAUMONT, TX 77706

$121.67M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting services

Consulting services

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Clark Shofner’s Registration & Firm History

TX

10/26/2022 - Present

Retirement Financial Group, LLC (BEAUMONT TX)

TX

04/16/2004 - 03/29/2010

BFT FINANCIAL GROUP, LLC (JASPER TX)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Clark Calvin Shofner.
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