Clifton Morris (CRD# 340395) is an Investment Advisor Representative working at 1st Nat'l Financial Planning Corp. in Ormond Beach, FL and has over 38 years of experience in the finance industry.
CRD# 728734
Ameriprise Financial Services, LLC
CRD# 2836509
Securities America Advisors, Inc.
CRD# 2467543
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mcduffie Morris Financial Group, Inc. | Charlotte, NC | Dec 2023 - Current | < 1 |
| Mcduffie/morris Financial Group, Inc. | Ormond Beach, FL | Aug 1995 - Current | 28 |
| First National Financial Planning Corp | Ormond Beach, FL | Aug 1982 - Current | 41 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1986 |
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Total Assets Under Management5MILLIONS
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Total Number of Accounts20ACCOUNTS
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Average Account Value$267,500
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
FL, MD
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