Mcduffie/Morris Financial Group, Inc.

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
1
Avg account
$0

Firm details

Headquarters
Charlotte, North Carolina
CRD number
39654
Registered since
February 1, 1996

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Clifton Morris

    PresidentCRD 340395

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth