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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...
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Hali London (CRD# 2514735) is an Investment Advisor Representative working at Motley Fool Wealth Management, LLC in Alexandria, VA and has over 29 years of experience in the finance industry. Hali London 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.
Richard Long (CRD# 2135287) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Alexandria, VA and has over 32 years of experience in the finance industry.
Robert Long (CRD# 312307) is an Investment Advisor Representative working at Westbourne Investments, Inc. in Alexandria, VA and has over 18 years of experience in the finance industry.
Dorrit Lowsen (CRD# 6806393) is an Investment Advisor Representative working at Change Finance in Alexandria, VA and has over 6 years of experience in the finance industry.
Meghan Lusk (CRD# 5806455) is an Investment Advisor Representative working at Campbell Wealth Management, Inc. in Alexandria, VA and has over 12 years of experience in the finance industry. Meghan Lusk 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.
Gerald Lyon (CRD# 4954124) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Alexandria, VA and has over 18 years of experience in the finance industry.
Yihaies Makonnen (CRD# 4639742) is an Investment Advisor Representative working at Lpl Financial LLC in Alexandria, VA and has over 21 years of experience in the finance industry.
Robert Mann (CRD# 822903) is an Investment Advisor Representative working at First Georgetown Securities, Inc. in Alexandria, VA and has over 19 years of experience in the finance industry.