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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...
David Vang (CRD# 2430687) is an Investment Advisor Representative working at Lpl Financial LLC in Gaithersburg, MD and has over 30 years of experience in the finance industry.
Ge Wang (CRD# 4546535) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Gaithersburg, MD and has over 21 years of experience in the finance industry.
Melinda Wiedel (CRD# 2768142) is an Investment Advisor Representative working at Kilner Capital Advisors, LLC in Gaithersburg, MD and has over 16 years of experience in the finance industry.
Haijie Xiao (CRD# 6361950) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Gaithersburg, MD and has over 9 years of experience in the finance industry.
David Yarn (CRD# 5501546) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Gaithersburg, MD and has over 9 years of experience in the finance industry.
David Ziffer (CRD# 2296280) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Gaithersburg, MD and has over 31 years of experience in the finance industry.
Walter Ziffer (CRD# 2228100) is an Investment Advisor Representative working at Onedigital Investment Advisors in Gaithersburg, MD and has over 31 years of experience in the finance industry.
Prince Awuah (CRD# 6586702) is an Investment Advisor Representative working at Primerica Advisors in Gaithersburg, MD and has over 5 years of experience in the finance industry.
Yvonne Bass (CRD# 1070654) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Gaithersburg, MD and has over 24 years of experience in the finance industry.
Sooyoung Cho (CRD# 6216865) is an Investment Advisor Representative working at Edward Jones in Gaithersburg, MD and has 1 year of experience in the finance industry.