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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...
Patrick Beagle (CRD# 2293557) is an Investment Advisor Representative working at Wealthcrest Financial Services, LLC in Springfield, VA and has over 31 years of experience in the finance industry. Patrick Beagle 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.
Bassem Beaini (CRD# 4691714) is an Investment Advisor Representative working at Eagle Strategies LLC in Vienna, VA and has over 20 years of experience in the finance industry.
Charles Beal (CRD# 2863059) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Laurel, MD and has over 27 years of experience in the finance industry.
James Beall (CRD# 6154457) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Mclean, VA and has over 6 years of experience in the finance industry. James Beall 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.
Bryan Beatty (CRD# 2207998) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Vienna, VA and has over 32 years of experience in the finance industry. Bryan Beatty 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.
John Beaty (CRD# 1796428) is an Investment Advisor Representative working at Brown Advisory in Bethesda, MD and has over 30 years of experience in the finance industry.
David Beck (CRD# 1698085) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Vienna, VA and has over 28 years of experience in the finance industry.
Eric Beck (CRD# 4763903) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Mclean, VA and has over 20 years of experience in the finance industry.
Scott Beck (CRD# 1013272) is an Investment Advisor Representative working at Chesapeake Investment Management LLC in Mclean, VA and has over 42 years of experience in the finance industry.
Angela Beckham (CRD# 5802715) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Washington, DC and has over 13 years of experience in the finance industry. Angela Beckham 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.