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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.
Patrick Beagle (CRD# 2293557) is an Investment Advisor Representative working at Wealthcrest Financial Services, LLC in Springfield, VA and has over 31 years of experience in the finance industry. Patrick Beagle 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.
Kyle Bell (CRD# 5182118) is an Investment Advisor Representative working at Primerica Advisors in Springfield, VA and has over 17 years of experience in the finance industry.
Fulton Bridges (CRD# 6302961) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Springfield, VA and has over 10 years of experience in the finance industry.
George Englert (CRD# 4424945) is an Investment Advisor Representative working at Avantax Advisory Services in Springfield, VA and has over 22 years of experience in the finance industry.
Frank Ficadenti (CRD# 4482887) is an Investment Advisor Representative working at Ficadenti Tandon Asset Management, Inc. in Springfield, VA and has over 23 years of experience in the finance industry.
Kurtis Frogale (CRD# 6605106) is an Investment Advisor Representative working at Edward Jones in Springfield, VA and has over 8 years of experience in the finance industry.
Greg is a Wealth Management Advisor. In this role he specializes in dealing with Federal employees as clients, providing advice and guidance on a wide variety of products and services that are tailored to fit the needs of each individual client. Greg believes Federal employees have unique employee benefits that should be maximized as the cornerstone to accomplishing their financial goals and retirement plan.
Greg is also a Training Instructor and has spoken at various Federal agencies conducting training in federal benefits and financial literacy tailored specifically for the federal employee...
Aurora McNear (CRD# 2643753) is an Investment Advisor Representative working at Primerica Advisors in Springfield, VA and has over 28 years of experience in the finance industry.