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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...
Susan Christ (CRD# 4985718) is an Investment Advisor Representative working at Hendershot Investments, Inc. in Centreville, VA and has over 18 years of experience in the finance industry.
Anne Ermlick (CRD# 7004703) is an Investment Advisor Representative working at First Advisors National, LLC in Centreville, VA and has over 5 years of experience in the finance industry.
David Ermlick (CRD# 4846833) is an Investment Advisor Representative working at First Advisors National, LLC in Centreville, VA and has over 19 years of experience in the finance industry.
Jonathan Godfrey (CRD# 3193241) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Centreville, VA and has over 24 years of experience in the finance industry.
Ingrid Hendershot (CRD# 2095265) is an Investment Advisor Representative working at Hendershot Investments, Inc. in Centreville, VA and has over 33 years of experience in the finance industry.
Paul Karstetter (CRD# 1241845) is an Investment Advisor Representative working at S & K Investment Services, LLC in Centreville, VA and has over 23 years of experience in the finance industry.
Alice Miller (CRD# 4329507) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Centreville, VA and has over 22 years of experience in the finance industry.
Kent Miller (CRD# 2544767) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Centreville, VA and has over 29 years of experience in the finance industry.
William Moore (CRD# 1777828) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Centreville, VA and has over 36 years of experience in the finance industry.