Mcduffie/Morris Financial Group, Inc.
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 39654
- Registered since
- February 1, 1996
Firm profile
FINTRXOverview
Mcduffie/Morris Financial Group, Inc. is organized as a corporation and has been SEC-registered since 1996. The firm is individually owned and is classified in the source data as "Unclassified." It does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The dataset supplied contains no detail on the firm’s client types, fee schedule, specific advisory activities, or broader business lines.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Clifton Morris
PresidentCRD 340395
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 18328 Rosapenny Rd
- Time zone
- ET (UTC-5)
- Office locations
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