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FIRM PROFILE
Overview
MCDUFFIE/MORRIS FINANCIAL GROUP, INC. is located at 18328 Rosapenny Rd, Charlotte, NC 28278 and was first established at Atlanta, Florida in 12/30/2003. After operating for 22 years, MCDUFFIE/MORRIS FINANCIAL GROUP, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of MCDUFFIE/MORRIS FINANCIAL GROUP, INC.’s clients are individuals and 0% of their clients are high net worth individuals. MCDUFFIE/MORRIS FINANCIAL GROUP, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at MCDUFFIE/MORRIS FINANCIAL GROUP, INC. are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access MCDUFFIE/MORRIS FINANCIAL GROUP, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at MCDUFFIE/MORRIS FINANCIAL GROUP, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for MCDUFFIE/MORRIS FINANCIAL GROUP, INC. Comes From
Understanding the Statistics for MCDUFFIE/MORRIS FINANCIAL GROUP, INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
18328 Rosapenny Rd, Charlotte, NC 28278
18328 Rosapenny Rd, Charlotte, NC 28278
Small
(386) 506-9925
Florida since 12/30/2003
Corporation
April
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| MORRIS, CLIFTON JR | PRESIDENT, CCO | 340395 |
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Advisor's working at MCDUFFIE/MORRIS FINANCIAL GROUP, INC.
Clifton Morris JR
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