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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...
Kelley Fant (CRD# 5508417) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Columbia, MD and has over 13 years of experience in the finance industry.
James Farally (CRD# 4454583) is an Investment Advisor Representative working at Equitable Advisors, LLC in Columbia, MD and has over 22 years of experience in the finance industry.
Andrew Fentress (CRD# 5825420) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Columbia, MD and has over 11 years of experience in the finance industry.
Wayne Ferbert (CRD# 4520127) is an Investment Advisor Representative working at Alpha Dna Investment Management in Columbia, MD and has over 13 years of experience in the finance industry.
Timothy Finkelston (CRD# 3100872) is an Investment Advisor Representative working at Lpl Financial LLC in Columbia, MD and has over 25 years of experience in the finance industry.
Connor Flynn (CRD# 6438340) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbia, MD and has over 8 years of experience in the finance industry.
John Foard (CRD# 2525347) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbia, MD and has over 29 years of experience in the finance industry.
Louis Foran (CRD# 1083418) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Columbia, MD and has over 40 years of experience in the finance industry.
Christina Foster (CRD# 4955087) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Columbia, MD and has over 13 years of experience in the finance industry.
Deborah Frech (CRD# 4138251) is an Investment Advisor Representative working at Lpl Financial LLC in Columbia, MD and has over 24 years of experience in the finance industry.