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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...
Joseph Bell (CRD# 5495519) is an Investment Advisor Representative working at Lpl Financial LLC in Columbia, MD and has over 15 years of experience in the finance industry. Joseph Bell 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.
William Berger (CRD# 2258317) is an Investment Advisor Representative working at Oakmont Wealth Advisory, LLC in Columbia, MD and has over 11 years of experience in the finance industry.
Joshua Berry (CRD# 5458461) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbia, MD and has over 15 years of experience in the finance industry.
Michael Bianca (CRD# 5891435) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbia, MD and has over 13 years of experience in the finance industry.
Robert Bianca (CRD# 1471904) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbia, MD and has over 38 years of experience in the finance industry.
Christopher Biddison (CRD# 5011297) is an Investment Advisor Representative working at Equitable Advisors, LLC in Columbia, MD and has over 18 years of experience in the finance industry.
Todd Binder (CRD# 2758791) is an Investment Advisor Representative working at Mml Investors Services, LLC in Columbia, MD and has over 26 years of experience in the finance industry.
Justin Bowmaker (CRD# 5238515) is an Investment Advisor Representative working at Mml Investors Services, LLC in Columbia, MD and has over 17 years of experience in the finance industry.
Michael Branthover (CRD# 6319383) is an Investment Advisor Representative working at Lpl Financial LLC in Columbia, MD and has over 8 years of experience in the finance industry. Michael Branthover 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.
Karen Brelsford (CRD# 4632728) is an Investment Advisor Representative working at Commonwealth Financial Network in Columbia, MD and has over 20 years of experience in the finance industry. Karen Brelsford 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.