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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Over 30 Years of Financial Experience
Education
Jim received his master’s degree in Taxation from Georgetown University, an MBA from the College of William & Mary, and a bachelor's degree from Cornell University.
Certifications
Jim is a Certified Public Accountant (CPA) and has also been awarded the Personal Financial Specialist (PFS) credential by the American Institute of Certified Public Accountants (AICPA), joining the elite group of financial professionals who have demonstrated advanced knowledge of tax, estate, retirement, investment and insurance planning.
Experience
For the last...
Richard Clement (CRD# 2103095) is an Investment Advisor Representative working at Campbell Wealth Management, Inc. in Alexandria, VA and has over 33 years of experience in the finance industry. Richard Clement has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Sean Connolly (CRD# 5743288) is an Investment Advisor Representative working at Edelman Financial Engines in Alexandria, VA and has over 12 years of experience in the finance industry. Sean Connolly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Christabelle Cook (CRD# 5369508) is an Investment Advisor Representative working at Principal Securities, Inc. in Alexandria, VA and has over 16 years of experience in the finance industry.
John Corry (CRD# 1666646) is an Investment Advisor Representative working at Arete Capital Management in Alexandria, VA and has over 36 years of experience in the finance industry.
John Crane (CRD# 4599172) is an Investment Advisor Representative working at Park Avenue Securities LLC in Alexandria, VA and has over 21 years of experience in the finance industry.
Michael Dargusch (CRD# 5970454) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Alexandria, VA and has over 11 years of experience in the finance industry.
Michael Delcolliano (CRD# 1377874) is an Investment Advisor Representative working at Westbourne Investments, Inc. in Alexandria, VA and has over 38 years of experience in the finance industry.
Anthony Di Carlo (CRD# 6399960) is an Investment Advisor Representative working at Advisor Resource Council in Alexandria, VA and has over 9 years of experience in the finance industry.
Michael Duprey (CRD# 4311541) is an Investment Advisor Representative working at Advisory Services Network in Alexandria, VA and has over 23 years of experience in the finance industry. Michael Duprey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Craig Dyson (CRD# 2322415) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Alexandria, VA and has over 31 years of experience in the finance industry.