-
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...
Bryan Beatty (CRD# 2207998) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Vienna, VA and has over 32 years of experience in the finance industry. Bryan Beatty 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.
David Beck (CRD# 1698085) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Vienna, VA and has over 28 years of experience in the finance industry.
Eric Beck (CRD# 4763903) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Mclean, VA and has over 19 years of experience in the finance industry.
Scott Beck (CRD# 1013272) is an Investment Advisor Representative working at Chesapeake Investment Management LLC in Mclean, VA and has over 42 years of experience in the finance industry.
Craig Beden (CRD# 1319333) is an Investment Advisor Representative working at Mml Investors Services, LLC in Mclean, VA and has over 39 years of experience in the finance industry.
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.
Kyle Bell (CRD# 5182118) is an Investment Advisor Representative working at Primerica Advisors in Springfield, VA and has over 17 years of experience in the finance industry.
Robert Bell (CRD# 2600572) is an Investment Advisor Representative working at Park Avenue Securities LLC in Reston, VA and has over 25 years of experience in the finance industry.
Angela Bender (CRD# 5208180) is an Investment Advisor Representative working at Amj Financial Wealth Management LLC in Leesburg, VA and has over 17 years of experience in the finance industry. Angela Bender 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.
Brett Bender (CRD# 6044801) is an Investment Advisor Representative working at Amj Financial Wealth Management LLC in Leesburg, VA and has over 7 years of experience in the finance industry.