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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...
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.
Carl Balestrieri (CRD# 4481208) is an Investment Advisor Representative working at Christian Wealth Management, LLC in Falls Church, VA and has over 22 years of experience in the finance industry.
Petya Balevska (CRD# 5217806) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bethesda, MD and has over 17 years of experience in the finance industry.
Michelle Balfe (CRD# 4576033) is an Investment Advisor Representative working at Mml Investors Services, LLC in Rockville, MD and has over 19 years of experience in the finance industry.