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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...
Jennifer Kutchey (CRD# 3111362) is an Investment Advisor Representative working at Lowe Wealth Advisors, LLC in Columbia, MD and has over 22 years of experience in the finance industry. Jennifer Kutchey 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.
Mark Kutz (CRD# 1896152) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Columbia, MD and has over 33 years of experience in the finance industry.
James Lee (CRD# 2491308) is an Investment Advisor Representative working at Mml Investors Services, LLC in Columbia, MD and has over 29 years of experience in the finance industry.
James Lee (CRD# 3057511) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbia, MD and has over 25 years of experience in the finance industry.
Katherine Lee (CRD# 6266222) is an Investment Advisor Representative working at Advice And Planning Services in Columbia, MD and has over 8 years of experience in the finance industry.
Stephen Lee (CRD# 868740) is an Investment Advisor Representative working at Lee Financial Group, Inc. in Columbia, MD and has over 38 years of experience in the finance industry. Stephen Lee 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.
Aaron Lekarz (CRD# 6254777) is an Investment Advisor Representative working at Equitable Advisors, LLC in Columbia, MD and has over 8 years of experience in the finance industry.
Daniel Leon (CRD# 6399736) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbia, MD and has over 9 years of experience in the finance industry.
Alexander Lim (CRD# 1862168) is an Investment Advisor Representative working at Founders Financial Securities, LLC in Columbia, MD and has over 7 years of experience in the finance industry.
Steven Lim (CRD# 6134111) is an Investment Advisor Representative working at Founders Financial Securities, LLC in Columbia, MD and has over 8 years of experience in the finance industry. Steven Lim 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.