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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...
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.
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 28 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.
Lauren Barnak (CRD# 5677579) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in McLean, VA and has over 13 years of experience in the finance industry.
Gary Barnes (CRD# 1844112) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Leesburg, VA and has over 35 years of experience in the finance industry.
Shawn Barnes (CRD# 2158788) is an Investment Advisor Representative working at Edward Jones in Gaithersburg, MD and has over 19 years of experience in the finance industry.
James Barnette (CRD# 1614462) is an Investment Advisor Representative working at Private Advisor Group, LLC in Reston, VA and has over 36 years of experience in the finance industry.
Manohar Bartakke (CRD# 1351963) is an Investment Advisor Representative working at M.n. Bartakke & Associates in Reston, VA and has over 39 years of experience in the finance industry. Manohar Bartakke 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.