James Frew, financial advisor Woodland Hills CA

James Frew

CRD Number: 1376216
Current Firm: Western International Securities

James Frew (CRD# 1376216) is an Investment Advisor Representative working at Western International Securities in Woodland Hills, CA and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Western International Securities, Inc. Pasadena, CA Aug 2017 - Current 6
Financial West Group Westlake Village, CA Nov 1993 - Aug 2017 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1994
Contact Info for James G. Frew
Phone Number: (888) 793-7717
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    3,480
    MILLIONS
  • Total Number of Accounts
    12,253
    ACCOUNTS
  • Average Account Value
    $283,980
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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