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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...
Dennis Brown (CRD# 1637279) is an Investment Advisor Representative working at Investment Initiatives, LLC in Alexandria, VA and has over 37 years of experience in the finance industry.
Patrick Burke (CRD# 2313396) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Alexandria, VA and has over 31 years of experience in the finance industry.
Jay Burmaster (CRD# 2698379) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Alexandria, VA and has over 26 years of experience in the finance industry.
John Calhoun (CRD# 2518306) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in Alexandria, VA and has over 29 years of experience in the finance industry.
Kelly Campbell (CRD# 2284105) is an Investment Advisor Representative working at Campbell Wealth Management, Inc. in Alexandria, VA and has over 28 years of experience in the finance industry. Kelly Campbell 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.
David Canham (CRD# 2628668) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Alexandria, VA and has over 28 years of experience in the finance industry.
Michael Casey (CRD# 6618792) is an Investment Advisor Representative working at American Executive Advisors, LLC in Alexandria, VA and has over 8 years of experience in the finance industry. Michael Casey 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.
Dean Catino (CRD# 4452905) is an Investment Advisor Representative working at Monument Wealth Management in Alexandria, VA and has over 22 years of experience in the finance industry. Dean Catino 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.
Debra Chandler (CRD# 2545948) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Alexandria, VA and has over 29 years of experience in the finance industry.
Travis Clarke (CRD# 5538995) is an Investment Advisor Representative working at Lpl Financial LLC in Alexandria, VA and has over 15 years of experience in the finance industry.