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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...
Michael Aylward (CRD# 4882063) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Vienna, VA and has over 19 years of experience in the finance industry.
Marissa Bacino (CRD# 6761615) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Vienna, VA and has over 6 years of experience in the finance industry.
Justin Bacon (CRD# 5086214) is an Investment Advisor Representative working at Hightower Advisors, LLC in Vienna, VA and has over 17 years of experience in the finance industry.
Samuel Bair (CRD# 6276748) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Vienna, VA and has over 10 years of experience in the finance industry.
Rhea Baker (CRD# 5141649) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Vienna, VA and has over 17 years of experience in the finance industry.
Darren Banh (CRD# 5402176) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vienna, VA and has over 16 years of experience in the finance industry.
Lisa Barbieri (CRD# 3273981) is an Investment Advisor Representative working at Capitol Private Wealth Group LLC in Vienna, VA and has over 24 years of experience in the finance industry.
Paul Barbieri (CRD# 2198441) is an Investment Advisor Representative working at Prudential Financial Planning Services in Vienna, VA and has over 28 years of experience in the finance industry.
Harry Barton (CRD# 14124) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Vienna, VA and has over 29 years of experience in the finance industry.
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.