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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...
Mary Ann Best (CRD# 4389355) is an Investment Advisor Representative working at Alliancebernstein LP in Washington, DC and has over 22 years of experience in the finance industry.
Chris Bettencourt (CRD# 5710899) is an Investment Advisor Representative working at Bethesda Financial Advisors, LLC in Bethesda, MD and has 1 year of experience in the finance industry. Chris Bettencourt 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.
Aditya Bhatnagar (CRD# 5628308) is an Investment Advisor Representative working at Westbourne Investments, Inc. in Alexandria, VA and has over 15 years of experience in the finance industry.
Samir Bhatt (CRD# 2961708) is an Investment Advisor Representative working at Shb Advisors in Washington, DC and has over 26 years of experience in the finance industry.
Francisco Bido (CRD# 4771263) is an Investment Advisor Representative working at F/m Investments LLC in Washington, DC and has over 8 years of experience in the finance industry.
Carter Bidwick (CRD# 6852047) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Chevy Chase, MD and has over 6 years of experience in the finance industry.
Gary Bieniasz (CRD# 2711333) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Edgewater, MD and has over 28 years of experience in the finance industry.
Matthew Bigelow (CRD# 6218398) is an Investment Advisor Representative working at Folger Nolan Fleming Douglas Incorporated in Washington, DC and has over 10 years of experience in the finance industry.
Maureen Bigger (CRD# 4173079) is an Investment Advisor Representative working at Chesapeake Investment Management LLC in Mclean, VA and has over 23 years of experience in the finance industry. Maureen Bigger 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.
Stephanie Bigwood (CRD# 735422) is an Investment Advisor Representative working at Goldsborough Capital Management, LLC in Gaithersburg, MD and has over 35 years of experience in the finance industry. Stephanie Bigwood 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.