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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...
James Adkins (CRD# 2708477) is an Investment Advisor Representative working at Eagle Strategies LLC in Bethesda, MD and has over 28 years of experience in the finance industry.
Allison Adle (CRD# 6205017) is an Investment Advisor Representative working at Equitable Advisors, LLC in Lutherville-Timonium, MD and has over 10 years of experience in the finance industry.
Arthur Adler (CRD# 2821682) is an Investment Advisor Representative working at Chevy Chase Trust Company in Bethesda, MD and has over 25 years of experience in the finance industry.
Matthew Agada (CRD# 6779243) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Germantown, MD and has over 5 years of experience in the finance industry.
Matthew Agee (CRD# 4072352) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Severna Park, MD and has over 24 years of experience in the finance industry.
Nedra Agnew (CRD# 4516258) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vienna, VA and has over 22 years of experience in the finance industry.
Peter Agnew (CRD# 1355271) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vienna, VA and has over 39 years of experience in the finance industry.
Marc Aguilar (CRD# 6591386) is an Investment Advisor Representative working at Centurion Wealth Management in Mclean, VA and has over 7 years of experience in the finance industry. Marc Aguilar 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.
Nicole Aguinaldo (CRD# 6682373) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Vienna, VA and has over 5 years of experience in the finance industry.
Aftab Ahmad (CRD# 3148243) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bethesda, MD and has over 22 years of experience in the finance industry.