Clark Shofner (CRD# 4785962) is an Investment Advisor Representative working at Retirement Financial Group, LLC in Nederland, TX and has over 19 years of experience in the finance industry.
CRD# 5361355
Stifel, Nicolaus & Company, Incorporated
CRD# 2039337
Primerica Advisors
CRD# 5908228
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Retirement Financial Group, LLC | Beaumont, TX | Oct 2022 - Current | 1 |
| Retirement Financial Group, LLC | Beaumont, TX | Jul 2022 - Current | 1 |
| Ae Wealth Management, LLC | Topeka, KS | Dec 2016 - Current | 7 |
| Retirement National | Nederland, TX | Mar 2013 - Current | 11 |
| Global Financial Private Capital | Sarasota, FL | Apr 2013 - Dec 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2004 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2013 |
- LA
- TX
-
Total Assets Under Management122MILLIONS
-
Total Number of Accounts689ACCOUNTS
-
Average Account Value$176,582
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Other
LA, TX
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