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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...
Michael Costigan (CRD# 3239512) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Columbia, MD and has over 24 years of experience in the finance industry.
Rachael Cronin (CRD# 5745850) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Columbia, MD and has over 14 years of experience in the finance industry.
Buna Cumbie (CRD# 58526) is an Investment Advisor Representative working at Park Avenue Securities LLC in Columbia, MD and has over 33 years of experience in the finance industry.
Chris Cunningham (CRD# 1573549) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbia, MD and has over 37 years of experience in the finance industry.
Hong Dai (CRD# 2774663) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Columbia, MD and has over 27 years of experience in the finance industry.
Ian Davis (CRD# 2939270) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Columbia, MD and has over 26 years of experience in the finance industry.
John Day (CRD# 2419492) is an Investment Advisor Representative working at Lpl Financial LLC in Columbia, MD and has over 30 years of experience in the finance industry.
Matthew Day (CRD# 4867805) is an Investment Advisor Representative working at Lpl Financial LLC in Columbia, MD and has over 12 years of experience in the finance industry.
Roger Desai (CRD# 2454893) is an Investment Advisor Representative working at Lynx Investment Advisory, LLC in Columbia, MD and has over 27 years of experience in the finance industry.