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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...
Kevin Bultman (CRD# 1858589) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 33 years of experience in the finance industry. Kevin Bultman 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.
Benjamin Burgeson (CRD# 1418895) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 38 years of experience in the finance industry.
Donald Burklo (CRD# 4038536) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Rockville, MD and has over 24 years of experience in the finance industry.
Mary Burrows (CRD# 2582195) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 26 years of experience in the finance industry.
Tracy Bush (CRD# 2133258) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 30 years of experience in the finance industry.
Scott Butler (CRD# 1923776) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Rockville, MD and has over 31 years of experience in the finance industry.
Sean Cable (CRD# 5000045) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 18 years of experience in the finance industry.
Adrian Calame (CRD# 6850579) is an Investment Advisor Representative working at Edward Jones in Rockville, MD and has over 6 years of experience in the finance industry.
Maria Camp (CRD# 5144553) is an Investment Advisor Representative working at Sol Capital Management Co in Rockville, MD and has over 17 years of experience in the finance industry.
Daniel Campos (CRD# 6194309) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Rockville, MD and has over 10 years of experience in the finance industry.