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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...
Chris Belchamber (CRD# 4654292) is an Investment Advisor Representative working at Cb Investment Management in Lansdowne, VA and has over 21 years of experience in the finance industry.
Joseph Bell (CRD# 5495519) is an Investment Advisor Representative working at Lpl Financial LLC in Columbia, MD and has over 15 years of experience in the finance industry. Joseph Bell 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.
Kyle Bell (CRD# 5182118) is an Investment Advisor Representative working at Primerica Advisors in Springfield, VA and has over 17 years of experience in the finance industry.
Robert Bell (CRD# 2600572) is an Investment Advisor Representative working at Park Avenue Securities LLC in Reston, VA and has over 25 years of experience in the finance industry.
Andrew Bellamah (CRD# 6244980) is an Investment Advisor Representative working at Bnb Wealth Mangagement, LLC in Silver Spring, MD and has over 10 years of experience in the finance industry.
Andrew Bellamah (CRD# 2171352) is an Investment Advisor Representative working at Bnb Wealth Mangagement, LLC in Silver Spring, MD and has over 32 years of experience in the finance industry.
Robert Bellinger (CRD# 2706177) is an Investment Advisor Representative working at Asb Capital Management LLC in Bethesda, MD and has 1 year of experience in the finance industry.
Khaleed Beltran (CRD# 7027879) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 5 years of experience in the finance industry.
Mohamed Ben Yahia (CRD# 2881198) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bethesda, MD and has over 26 years of experience in the finance industry.
Karen Ben-Shlaush (CRD# 4567484) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Washington, DC and has over 17 years of experience in the finance industry.