MC
Marcus Clinton Shaffer
CRD 4777059
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Searcy Financial Services, Inc. | Registered representative | 07/20/2026 |
| Allos Investment Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Allos Investment Advisors, Llc
Principal · 50% – 75% · Aug 2024
-
Searcy Financial Services, Inc.
Principal/Secretary&Treasurer&Cfo · 50% – 75% · Jul 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗