Unclaimed Profile

James Powell Morrison

IMPERIAL FUND CAPITAL PARTNERS, LLC·HOLLYWOOD, Florida

SIE, Series 7, Series 24, Series 52, Series 63, Series 65Clean record4 years registeredIMPERIAL FUND CAPITAL PARTNERS, LLC

1720 HARRISON STREET, HOLLYWOOD, FL 33020CRD# 502779Firm CRD# 317525

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Powell Morrison · HOLLYWOOD, FL

Registration

CRD #502779 · IMPERIAL FUND CAPITAL PARTNERS, LLC · 4 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: IMPERIAL FUND CAPITAL PARTNERS, LLC

IMPERIAL FUND CAPITAL PARTNERS, LLC

Apr 2022 – May 2022

Little Rock, AR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52

Series 63

Series 65

Registration record

First registered · April 25, 2022

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

IMPERIAL FUND CAPITAL PARTNERS, LLC

CRD 317525 · SEC 801-123060

AUM

$7.0B

Regulatory assets under management

Employees

25 client accounts

Services offered by IMPERIAL FUND CAPITAL PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at IMPERIAL FUND CAPITAL PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does James Powell Morrison offer?

James Powell Morrison specializes in Financial Planning, Investment Management, Retirement Planning.

What are James Powell Morrison's credentials?

James Powell Morrison is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Powell Morrison located?

James Powell Morrison is based in HOLLYWOOD, Florida, last registered with IMPERIAL FUND CAPITAL PARTNERS, LLC.

How does James Powell Morrison charge for services?

James Powell Morrison's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is IMPERIAL FUND CAPITAL PARTNERS, LLC?

IMPERIAL FUND CAPITAL PARTNERS, LLC has approximately 8 employees and manages $7.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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