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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...
Roy Alexander (CRD# 4313613) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Springfield, VA and has over 24 years of experience in the finance industry.
Darwin Alfaro (CRD# 7010957) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Silver Spring, MD and has over 5 years of experience in the finance industry.
Amr Alian (CRD# 4681273) is an Investment Advisor Representative working at Investology Inc. in Reston, VA and has over 20 years of experience in the finance industry.
Daniel Aliperti (CRD# 4977242) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 18 years of experience in the finance industry.
Brian Allen (CRD# 4493122) is an Investment Advisor Representative working at Homestead Advisers Corp. in Arlington, VA and has over 21 years of experience in the finance industry.
Christopher Allen (CRD# 4444026) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Arlington, VA and has over 22 years of experience in the finance industry.
Denise Allen (CRD# 4222022) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Silver Spring, MD and has over 23 years of experience in the finance industry.
Michel Allen (CRD# 6448342) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Reston, VA and has over 6 years of experience in the finance industry.
Richard Allen (CRD# 4593517) is an Investment Advisor Representative working at Equitable Advisors, LLC in Falls Church, VA and has over 21 years of experience in the finance industry.
Robert Allen (CRD# 4651395) is an Investment Advisor Representative working at Allen Investment Management in Leesburg, VA and has over 21 years of experience in the finance industry.