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).
Total Assets Under Management4MILLION
Total Number of Accounts14ACCOUNTS
Average Account Value$264,286
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.