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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...
Stephanie Muskovac (CRD# 7688487) is an Investment Advisor Representative working at Toth Financial Advisory Corp in Leesburg, VA and has 1 year of experience in the finance industry.
Francis Patton (CRD# 7294149) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Leesburg, VA and has over 3 years of experience in the finance industry.
Jessica Perry (CRD# 7862980) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Leesburg, VA and has 1 year of experience in the finance industry.
Todd Pettibon (CRD# 7307775) is an Investment Advisor Representative working at Toth Financial Advisory Corp in Leesburg, VA and has over 3 years of experience in the finance industry.
Alyssa Prieto (CRD# 7575052) is an Investment Advisor Representative working at Toth Financial Advisory Corp in Leesburg, VA and has 1 year of experience in the finance industry.
Jessie Rancourt (CRD# 7415782) is an Investment Advisor Representative working at Opportunity Cost Investors LLC in Leesburg, VA and has over 2 years of experience in the finance industry.
Carola Salinas (CRD# 6076937) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Leesburg, VA and has over 11 years of experience in the finance industry.
Jordan Sorrenti (CRD# 7353756) is an Investment Advisor Representative working at Toth Financial Advisory Corp in Leesburg, VA and has over 2 years of experience in the finance industry.
Patrick Tessier (CRD# 7706250) is an Investment Advisor Representative working at Amj Financial Wealth Management LLC in Leesburg, VA and has 1 year of experience in the finance industry.
Bradley Tobler (CRD# 5637572) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Leesburg, VA and has over 15 years of experience in the finance industry.