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Managing Member · Retirement Financial Group, LLC

Clark C. Shofner

CRD 4785962 · Named on Form ADV at one SEC-registered adviser

At a glance

Retirement Financial Group, LLC, an SEC-registered wealth manager based in Beaumont, TX with $186 million in regulatory assets, lists Clark C. Shofner on its Form ADV as Managing Member, a control person.

Firms and roles

AtlasMembers

Clark’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Clark’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.