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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 Achatz (CRD# 3212422) is an Investment Advisor Representative working at Mml Investors Services, LLC in Columbia, MD and has over 24 years of experience in the finance industry.
Sucharu Arora (CRD# 5040691) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Columbia, MD and has over 18 years of experience in the finance industry.
Kaktrale Austin (CRD# 4341109) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbia, MD and has over 23 years of experience in the finance industry.
Brian Avrunin (CRD# 4236745) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Columbia, MD and has over 23 years of experience in the finance industry.
Kathryn Badger (CRD# 1969852) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbia, MD and has over 33 years of experience in the finance industry.
David Baker (CRD# 5581527) is an Investment Advisor Representative working at Equitable Advisors, LLC in Columbia, MD and has over 15 years of experience in the finance industry.
Michael Balakirsky (CRD# 4812251) is an Investment Advisor Representative working at Lpl Financial LLC in Columbia, MD and has over 19 years of experience in the finance industry.
Matthew Barr (CRD# 5224488) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbia, MD and has over 14 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.