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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...
Cornell Abod (CRD# 4686856) is an Investment Advisor Representative working at Beacon Investment Advisors LLC in Gaithersburg, MD and has over 20 years of experience in the finance industry.
David Arnold (CRD# 5181401) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Gaithersburg, MD and has over 17 years of experience in the finance industry. David Arnold 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.
Matthew Bacon (CRD# 6018492) is an Investment Advisor Representative working at Carmichael Hill & Associates Inc. in Gaithersburg, MD and has over 12 years of experience in the finance industry. Matthew Bacon 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.
Robert Behr (CRD# 1535798) is an Investment Advisor Representative working at Planvest Financial, Inc. in Gaithersburg, MD and has over 22 years of experience in the finance industry.
Stephanie Bigwood (CRD# 735422) is an Investment Advisor Representative working at Goldsborough Capital Management, LLC in Gaithersburg, MD and has over 34 years of experience in the finance industry. Stephanie Bigwood 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.
Michael Bonnell (CRD# 2831340) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Gaithersburg, MD and has over 27 years of experience in the finance industry.
James Bradley (CRD# 5574212) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Gaithersburg, MD and has over 13 years of experience in the finance industry. James Bradley 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.
Keyoor Brahme (CRD# 6578499) is an Investment Advisor Representative working at Primerica Advisors in Gaithersburg, MD and has over 8 years of experience in the finance industry.
Michael Brezovec (CRD# 2420989) is an Investment Advisor Representative working at Lpl Financial LLC in Gaithersburg, MD and has over 30 years of experience in the finance industry.