-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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...
Justin Bakewell (CRD# 5840238) is an Investment Advisor Representative working at Brightside Partners in Baltimore, MD and has over 13 years of experience in the finance industry.
Kristina Bakis (CRD# 4999942) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Washington, DC and has over 18 years of experience in the finance industry.
Stacy Bakri (CRD# 4179467) is an Investment Advisor Representative working at The Family Firm, Inc. in Bethesda, MD and has over 24 years of experience in the finance industry. Stacy Bakri 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.
Michael Balakirsky (CRD# 4812251) is an Investment Advisor Representative working at Lpl Financial LLC in Columbia, MD and has over 19 years of experience in the finance industry.
Lala Balaoghlanova (CRD# 5910955) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in Tysons, VA and has over 8 years of experience in the finance industry.
Gobinath Balasubramanian (CRD# 6624164) is an Investment Advisor Representative working at Gb Investments LLC in Alexandria, VA and has over 8 years of experience in the finance industry.
George Balboa (CRD# 2180684) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 32 years of experience in the finance industry.
Donald Balderson (CRD# 6729011) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Bowie, MD and has over 7 years of experience in the finance industry.
Richard Baldwin (CRD# 2796918) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 26 years of experience in the finance industry.
Ryan Baldwin (CRD# 6907522) is an Investment Advisor Representative working at Ggm Wealth Advisors in Baltimore, MD and has over 6 years of experience in the finance industry.