RETIREMENT FINANCIAL GROUP, LLC

RETIREMENT FINANCIAL GROUP, LLC of BEAUMONT, TX is an SEC-registered investment adviser (CRD 322692). Regulatory assets under management: $185.9M.

Registration

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth, Other.

Officers, owners & control persons (6)

NameRoleLocation
Clark Calvin ShofnerMANAGING MEMBER
Erik Otha MorganMANAGING MEMBER
Katelynn Makenzie ReeseCCO
SHOFNER CLARK CALVINMANAGING MEMBER
MORGAN ERIK OTHAMANAGING MEMBER
Reese Katelynn MakenzieCCO

Branch offices (1)

CityStateEmployeesPhone
NEDERLANDTX2409-908-4160

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