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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...
Darren Banh (CRD# 5402176) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vienna, VA and has over 16 years of experience in the finance industry.
Charles Bankerd (CRD# 1550420) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 37 years of experience in the finance industry.
Rick Baray (CRD# 5719813) is an Investment Advisor Representative working at Mml Investors Services, LLC in Mclean, VA and has over 14 years of experience in the finance industry. Rick Baray 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.
Scott Barbee (CRD# 2359088) is an Investment Advisor Representative working at Aegis Financial Corporation in Mclean, VA and has over 30 years of experience in the finance industry.
Keith Barberis (CRD# 2888255) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Bethesda, MD and has over 22 years of experience in the finance industry. Keith Barberis 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.
Lisa Barbieri (CRD# 3273981) is an Investment Advisor Representative working at Capitol Private Wealth Group LLC in Vienna, VA and has over 24 years of experience in the finance industry.
Paul Barbieri (CRD# 2198441) is an Investment Advisor Representative working at Prudential Financial Planning Services in Vienna, VA and has over 29 years of experience in the finance industry.
Benjamin Barbour (CRD# 5948847) is an Investment Advisor Representative working at Fountainhead Fiduciary, LLC in Reston, VA and has over 12 years of experience in the finance industry.
Donna Barksdale (CRD# 5972024) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Laurel, MD and has over 12 years of experience in the finance industry.
Ellis Barksdale (CRD# 4675206) is an Investment Advisor Representative working at Primerica Advisors in Owings Mills, MD and has over 20 years of experience in the finance industry.