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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...
Tracey Frank (CRD# 1773889) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Mclean, VA and has over 34 years of experience in the finance industry.
Anthony Fullerton (CRD# 6189151) is an Investment Advisor Representative working at Bull Run Investment Management LLC in Mclean, VA and has over 9 years of experience in the finance industry.
Matthew Gaffey (CRD# 5249415) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Mclean, VA and has over 16 years of experience in the finance industry. Matthew Gaffey 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.
Sean Gallahan (CRD# 5640783) is an Investment Advisor Representative working at Cassaday & Company, Inc. in Mclean, VA and has over 14 years of experience in the finance industry. Sean Gallahan 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.
Timothy Gardner (CRD# 1727550) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Mclean, VA and has over 27 years of experience in the finance industry.
Donald Gillen (CRD# 1418506) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Mclean, VA and has over 38 years of experience in the finance industry.
Mark Gillen (CRD# 5794018) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Mclean, VA and has over 5 years of experience in the finance industry.
Michel Girardi (CRD# 1101575) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in McLean, VA and has over 41 years of experience in the finance industry.
Charles Gupton (CRD# 6742532) is an Investment Advisor Representative working at Global Retirement Partners LLC in Mclean, VA and has over 6 years of experience in the finance industry.