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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...
Ian Crimmins (CRD# 6687310) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Washington, DC and has over 6 years of experience in the finance industry.
Lucinda Crist (CRD# 1312676) is an Investment Advisor Representative working at Folger Nolan Fleming Douglas Incorporated in Washington, DC and has over 39 years of experience in the finance industry.
Garnet Croteau (CRD# 2156112) is an Investment Advisor Representative working at Hightower Advisors, LLC in Washington, DC and has over 32 years of experience in the finance industry.
Matthew Cunnane (CRD# 6281466) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Washington, DC and has over 10 years of experience in the finance industry.
Christopher Cunniff (CRD# 2094657) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 33 years of experience in the finance industry.
Emily Cunniff (CRD# 2394824) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 30 years of experience in the finance industry.
Michael Cunningham (CRD# 2246577) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 28 years of experience in the finance industry.
Sandra M. Cunningham (CRD# 3045999) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Washington, DC and has over 25 years of experience in the finance industry.
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.