1st Nat'l Financial Planning Corp.

1st Nat'l Financial Planning Corp. (CRD# 121002) is a financial advisory firm headquartered in , . They manage $3,700,000 in 14 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $264,286
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MD

Financial Advisors at 1st Nat'l Financial Planning Corp.
Showing 1 - 1 of 1 top financial advisors.
1
Clifton Morris
CRD#: 340395
Ormond Beach, FL
96
Wealthminder
score

Clifton Morris (CRD# 340395) is an Investment Advisor Representative working at 1st Nat'l Financial Planning Corp. in Ormond Beach, FL and has over 30 years of experience in the finance industry.

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