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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...
Justin Harrison (CRD# 7067251) is an Investment Advisor Representative working at Aegis Financial Corporation in Mclean, VA and has 1 year of experience in the finance industry.
Lynn Heinrichs (CRD# 2973051) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Mclean, VA and has over 23 years of experience in the finance industry.
Victoria Henry (CRD# 6174399) is an Investment Advisor Representative working at West Financial Services, Inc. in Mclean, VA and has over 10 years of experience in the finance industry. Victoria Henry 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.
Lawrence Hensle (CRD# 1222659) is an Investment Advisor Representative working at Wells Fargo Advisors in Mclean, VA and has over 40 years of experience in the finance industry.
Christopher Herring (CRD# 4640627) is an Investment Advisor Representative working at Mml Investors Services, LLC in Mclean, VA and has over 20 years of experience in the finance industry.
Eric Hess (CRD# 2205896) is an Investment Advisor Representative working at Alpha Financial Advisors, LLC in Mclean, VA and has over 32 years of experience in the finance industry. Eric Hess 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.
James Hicks (CRD# 6238707) is an Investment Advisor Representative working at Mml Investors Services, LLC in Mclean, VA and has over 10 years of experience in the finance industry.
Ambrose Hill (CRD# 245661) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Mclean, VA and has over 39 years of experience in the finance industry.
Stephen Hodson (CRD# 1432216) is an Investment Advisor Representative working at Mml Investors Services, LLC in Mclean, VA and has over 36 years of experience in the finance industry.
Justin Holtz (CRD# 4358974) is an Investment Advisor Representative working at Lpl Financial LLC in Mclean, VA and has over 23 years of experience in the finance industry. Justin Holtz 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.