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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...
Khalila-taji Brokos (CRD# 5879106) is an Investment Advisor Representative working at Lpl Financial LLC in Columbia, MD and has over 7 years of experience in the finance industry.
Daniel Brown (CRD# 5317378) is an Investment Advisor Representative working at Commonwealth Financial Network in Columbia, MD and has over 16 years of experience in the finance industry.
Tara Brummell (CRD# 5840880) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Columbia, MD and has over 13 years of experience in the finance industry. Tara Brummell 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.
Charles Bubeck (CRD# 6979236) is an Investment Advisor Representative working at Commonwealth Financial Network in Columbia, MD and has over 5 years of experience in the finance industry.
Tatyana Bunich (CRD# 2288860) is an Investment Advisor Representative working at Independent Financial Group, LLC in Columbia, MD and has over 30 years of experience in the finance industry.
Thomas Burke (CRD# 6801169) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbia, MD and has over 6 years of experience in the finance industry.
Darren Bush (CRD# 2922254) is an Investment Advisor Representative working at Equitable Advisors, LLC in Columbia, MD and has over 26 years of experience in the finance industry.
William Bush (CRD# 4924555) is an Investment Advisor Representative working at Lpl Financial LLC in Columbia, MD and has over 19 years of experience in the finance industry.
Patricia Cage (CRD# 2924826) is an Investment Advisor Representative working at Cbiz Investment Advisory Services, LLC in Columbia, MD and has over 26 years of experience in the finance industry.
Karl Campbell (CRD# 4421806) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Columbia, MD and has over 22 years of experience in the finance industry.