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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...
Thomas Graham (CRD# 2543587) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Alexandria, VA and has over 29 years of experience in the finance industry.
Janet Haley (CRD# 2331033) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Alexandria, VA and has over 28 years of experience in the finance industry. Janet Haley 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.
Dywane Hall (CRD# 1372156) is an Investment Advisor Representative working at Lpl Financial LLC in Alexandria, VA and has over 38 years of experience in the finance industry.
William Hall (CRD# 4101731) is an Investment Advisor Representative working at Lpl Financial LLC in Alexandria, VA and has over 23 years of experience in the finance industry.
Faye Halloran (CRD# 1487299) is an Investment Advisor Representative working at Commonwealth Financial Network in Alexandria, VA and has over 36 years of experience in the finance industry.
Jameson Hamilton (CRD# 2464746) is an Investment Advisor Representative working at 4j Wealth Management, LLC in Alexandria, VA and has over 30 years of experience in the finance industry.
Emily Harper (CRD# 5981439) is an Investment Advisor Representative working at Monument Wealth Management in Alexandria, VA and has over 11 years of experience in the finance industry. Emily Harper 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.
Stephen Harvey (CRD# 1274964) is an Investment Advisor Representative working at Commonwealth Financial Network in Alexandria, VA and has over 39 years of experience in the finance industry.
Raymond Hasser (CRD# 1033998) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Alexandria, VA and has over 42 years of experience in the finance industry.
Greg Hassett (CRD# 5018233) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Alexandria, VA and has over 18 years of experience in the finance industry.