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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...
Scott Aabel (CRD# 1493667) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Mclean, VA and has over 33 years of experience in the finance industry.
Gulnaz Abdukadir (CRD# 4022496) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Mclean, VA and has over 22 years of experience in the finance industry.
Marc Aguilar (CRD# 6591386) is an Investment Advisor Representative working at Centurion Wealth Management in Mclean, VA and has over 5 years of experience in the finance industry. Marc Aguilar 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.
Nicole Aguinaldo (CRD# 6682373) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Mclean, VA and has over 3 years of experience in the finance industry.
Christopher Airey (CRD# 3083616) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Mclean, VA and has over 23 years of experience in the finance industry. Christopher Airey 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.
Stacy Albanese (CRD# 1615685) is an Investment Advisor Representative working at Fisher Investments in Mclean, VA and has over 35 years of experience in the finance industry.
Matthew Albritton (CRD# 5932331) is an Investment Advisor Representative working at Sagevest Wealth Management in Mclean, VA and has over 10 years of experience in the finance industry. Matthew Albritton 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.
Daniel Allen (CRD# 2981060) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Mclean, VA and has over 23 years of experience in the finance industry.
Timothy Alvarado (CRD# 7066814) is an Investment Advisor Representative working at Ofs in Mclean, VA and has over 3 years of experience in the finance industry.