Unclaimed Profile

James Hamilton Morton

SMS INVESTMENT COMPANY, LLC·GIG HARBOR, Washington

Clean recordSMS INVESTMENT COMPANY, LLC

3025 HARBORVIEW DRIVE, GIG HARBOR, WA 98335CRD# 2057643Firm CRD# 111024

Profile Verification

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

Identity

James Hamilton Morton · GIG HARBOR, WA

Registration

CRD #2057643 · SMS INVESTMENT COMPANY, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James Hamilton Morton is a registered financial advisor based in GIG HARBOR, Washington, affiliated with SMS INVESTMENT COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

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Introduction

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Firm Overview

Firm

SMS INVESTMENT COMPANY, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

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Services

Other

Background

Compensation

Subscription fees

Regulatory

SEC/IARD CRD# 2057643

Firm CRD# 111024

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Frequently Asked Questions

What services does James Hamilton Morton offer?

James Hamilton Morton is a registered financial advisor in GIG HARBOR, Washington. Contact their office for details on services offered.

What are James Hamilton Morton's credentials?

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

Where is James Hamilton Morton located?

James Hamilton Morton is based in GIG HARBOR, Washington, working with SMS INVESTMENT COMPANY, LLC. Their office serves clients in the GIG HARBOR metropolitan area and surrounding communities.

How does James Hamilton Morton charge for services?

James Hamilton Morton's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SMS INVESTMENT COMPANY, LLC?

SMS INVESTMENT COMPANY, LLC has approximately 1 employees. The firm is registered with the SEC as an investment adviser.

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