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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...
Brian Horan (CRD# 2378224) is an Investment Advisor Representative working at West Financial Services, Inc. in Mclean, VA and has over 30 years of experience in the finance industry.
Jack Huang (CRD# 5516817) is an Investment Advisor Representative working at Morgan Stanley in Mclean, VA and has over 11 years of experience in the finance industry.
James Hubbard (CRD# 2186049) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mclean, VA and has over 20 years of experience in the finance industry.
Rodrigo Huerta (CRD# 6581946) is an Investment Advisor Representative working at Aegis Wealth Management LLC in Bethesda, MD and has more than 10 years of experience in the Wealth Management and Advisory field.
Rodrigo has taken additional exams to become a Certified Investment Management Analys (CIMA®) with the "Investment Management Consultants Association (IMCA)". CIMA professionals integrate a complex body of investment knowledge, ethically contributing to prudent investment decisions by providing objective advice and guidance to individual investors and institutional investors. The CIMA...
Adam Huke (CRD# 4783951) is an Investment Advisor Representative working at Cassaday & Company, Inc. in Mclean, VA and has over 18 years of experience in the finance industry. Adam Huke 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.
Barbara Hunter (CRD# 1189556) is an Investment Advisor Representative working at Mml Investors Services, LLC in Mclean, VA and has over 28 years of experience in the finance industry.
James Ibach (CRD# 1305758) is an Investment Advisor Representative working at Mml Investors Services, LLC in Mclean, VA and has over 39 years of experience in the finance industry.
James Ibach (CRD# 4024099) is an Investment Advisor Representative working at Mml Investors Services, LLC in Mclean, VA and has over 24 years of experience in the finance industry. James Ibach 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.
Maryanne Ibach (CRD# 2011328) is an Investment Advisor Representative working at Mml Investors Services, LLC in Mclean, VA and has over 34 years of experience in the finance industry.
M Collier Irvin (CRD# 2179712) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Mclean, VA and has over 32 years of experience in the finance industry.