James Morrison is a registered investment advisor at Cws Investments, based in Orange, CA, with 8 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Real Estate Investing.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
CWSI does not charge investment management fees to clients. They act as a solicitor for affiliated real estate funds.
Location
Orange, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is a proprietor and real estate broker at Morrison Commercial Brokerage, providing real estate brokerage services. This activity is not investment-related and takes nearly full-time hours.
Employment History
Current Registrations
Cws Investments
Previous Registrations
Cws Investments
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.