-
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...
Lanta Evans (CRD# 4405743) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Calverton, MD and has over 22 years of experience in the finance industry.
Deborah Kelly (CRD# 5644646) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Calverton, MD and has over 14 years of experience in the finance industry.
Brian Krawiec (CRD# 5418639) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Calverton, MD and has over 16 years of experience in the finance industry.
Kevin Pinto (CRD# 3173515) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Calverton, MD and has over 22 years of experience in the finance industry. Kevin Pinto 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.
Bradley Schell (CRD# 5631927) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Calverton, MD and has over 14 years of experience in the finance industry.
Todd Wike (CRD# 5077201) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Calverton, MD and has over 18 years of experience in the finance industry. Todd Wike 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.
Douglas Woodward (CRD# 3018072) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Calverton, MD and has over 26 years of experience in the finance industry. Douglas Woodward 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.
John Trotsky (CRD# 2487749) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Calverton, MD and has over 30 years of experience in the finance industry.
Basil Herzstein (CRD# 2247685) is an Investment Advisor Representative working at Equitable Advisors, LLC in Rockville, MD and has over 31 years of experience in the finance industry. Basil Herzstein 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.