Marcus Clinton Shaffer
Investment adviser representative at Allos Investment Advisors, LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$73.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Searcy Financial Services, Inc.Jan 2022 to now
- Allos Investment Advisors, LLCOct 2010 to now
- Searcy Financial Services, Inc.Oct 2010 to Dec 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (KS).
Allos Investment Advisors, LLC
$73.6MAssets managed
382Clients
8Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4777059
- Firm CRD
- 155541