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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...
Edward Dahl (CRD# 5340186) is an Investment Advisor Representative working at Morgan Stanley in Washington, DC and has over 16 years of experience in the finance industry. Edward Dahl 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.
Donna Daniel (CRD# 1768997) is an Investment Advisor Representative working at Folger Nolan Fleming Douglas Incorporated in Washington, DC and has over 36 years of experience in the finance industry.
Loren Danielson (CRD# 722666) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Washington, DC and has over 43 years of experience in the finance industry.
David Dansby (CRD# 3123835) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Washington, DC and has over 16 years of experience in the finance industry. David has taken additional exams to become a Certified Financial Planner (CFP®).
Peter Darke (CRD# 2920179) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Washington, DC and has over 26 years of experience in the finance industry.
Joseph Davis (CRD# 62280) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Washington, DC and has over 39 years of experience in the finance industry. Joseph Davis 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.
Keith Davis (CRD# 3090269) is an Investment Advisor Representative working at Hightower Advisors, LLC in Washington, DC and has over 25 years of experience in the finance industry.
Misty Davis (CRD# 5476577) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 10 years of experience in the finance industry.
Michael De Spirito (CRD# 4033976) is an Investment Advisor Representative working at Advice And Planning Services in Washington, DC and has over 24 years of experience in the finance industry.
Justin Dean (CRD# 5249398) is an Investment Advisor Representative working at Edward Jones in Washington, DC and has over 17 years of experience in the finance industry.