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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...
Anne Albertine (CRD# 2807331) is an Investment Advisor Representative working at Mml Investors Services, LLC in Mclean, VA and has over 27 years of experience in the finance industry.
Jason Albino (CRD# 2891263) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 26 years of experience in the finance industry.
Lisa Albrecht (CRD# 4585830) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Reston, VA and has over 21 years of experience in the finance industry.
Ryan Albrecht (CRD# 3196659) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Reston, VA and has over 24 years of experience in the finance industry.
Stacy Albrecht (CRD# 5864588) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Lutherville (greenspring), MD and has over 10 years of experience in the finance industry.
Cheronda Albury (CRD# 2125570) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 26 years of experience in the finance industry.
Danielle Alcide (CRD# 5730661) is an Investment Advisor Representative working at Range Advisory, LLC in Mclean, VA and has over 14 years of experience in the finance industry. Danielle Alcide 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.
Mohammed Aldoori (CRD# 6467137) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vienna, VA and has over 9 years of experience in the finance industry.
Nicholl Aldridge (CRD# 4062895) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 24 years of experience in the finance industry.
Cindy Alexander (CRD# 3220873) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Vienna, VA and has over 6 years of experience in the finance industry.