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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...
Elchin Bagirov (CRD# 4922003) is an Investment Advisor Representative working at Morgan Stanley in Frederick, MD and has over 18 years of experience in the finance industry.
Kedest Baharu (CRD# 3081770) is an Investment Advisor Representative working at Mv Capital Management, Inc. in Bethesda, MD and has over 22 years of experience in the finance industry.
Brian Bailey (CRD# 2249014) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 31 years of experience in the finance industry. Brian Bailey 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.
Eric Bailey (CRD# 1279349) is an Investment Advisor Representative working at Osaic Fa, Inc. in Silver Spring, MD and has over 39 years of experience in the finance industry.
James Bailey (CRD# 2963249) is an Investment Advisor Representative working at Torray Investment Partners LLC in Bethesda, MD and has over 26 years of experience in the finance industry.
Roger Bair (CRD# 1681148) is an Investment Advisor Representative working at Financial Consulate in Hunt Valley, MD and has over 36 years of experience in the finance industry. Roger Bair 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.
Samuel Bair (CRD# 6276748) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Vienna, VA and has over 10 years of experience in the finance industry.
David Baitel (CRD# 4608719) is an Investment Advisor Representative working at Lpl Financial LLC in Owings Mills, MD and has over 11 years of experience in the finance industry.
Boriana Bakaltcheva (CRD# 6342748) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chevy Chase, MD and has over 9 years of experience in the finance industry.
David Baker (CRD# 4531655) is an Investment Advisor Representative working at Harvest Investment Consultants LLC in Hunt Valley, MD and has over 21 years of experience in the finance industry.