-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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 Adair (CRD# 4574314) is an Investment Advisor Representative working at Lpl Financial LLC in Marriottsville, MD and has over 18 years of experience in the finance industry.
John Adair (CRD# 3068985) is an Investment Advisor Representative working at Avantax Advisory Services in Essex, MD and has over 25 years of experience in the finance industry.
Lawrence Adam (CRD# 2281395) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Hunt Valley, MD and has over 28 years of experience in the finance industry.
Craig Adams (CRD# 4696984) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 20 years of experience in the finance industry. Craig Adams 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.
Eli Adams (CRD# 6656631) is an Investment Advisor Representative working at The Junk Investment Group in Hunt Valley, MD and has over 7 years of experience in the finance industry. Eli Adams 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.
George Adams (CRD# 1351539) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 39 years of experience in the finance industry.
Jason Adams (CRD# 3263959) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bethesda, MD and has over 23 years of experience in the finance industry.
Jeffrey Adams (CRD# 2155388) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Bethesda, MD and has over 31 years of experience in the finance industry.
Samuel Adams (CRD# 6350470) is an Investment Advisor Representative working at Blackrock Investment Management, LLC in Washington Dc, DC and has over 7 years of experience in the finance industry.
Anthony Adenikinju (CRD# 3270197) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Hyattsville, MD and has over 24 years of experience in the finance industry.