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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...
Kelsey Davidson-Todd (CRD# 6869467) is an Investment Advisor Representative working at Independent Financial Group, LLC in Leesburg, VA and has over 6 years of experience in the finance industry.
Helen De Bearn (CRD# 432526) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Leesburg, VA and has over 43 years of experience in the finance industry.
Curtis Edmark (CRD# 1596961) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Leesburg, VA and has over 23 years of experience in the finance industry.
Jeffrey Eveland (CRD# 4512308) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Leesburg, VA and has over 22 years of experience in the finance industry.
Anise Faircloth (CRD# 5640969) is an Investment Advisor Representative working at Berg Faircloth Investment Advisors in Leesburg, VA and has 1 year of experience in the finance industry.
Ricky Faircloth (CRD# 3117825) is an Investment Advisor Representative working at Berg Faircloth Investment Advisors in Leesburg, VA and has over 24 years of experience in the finance industry.
Joseph Fenstermacher (CRD# 2681517) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Leesburg, VA and has over 28 years of experience in the finance industry.
Michael Glozer (CRD# 2490170) is an Investment Advisor Representative working at Churchill Management Group in Leesburg, VA and has over 27 years of experience in the finance industry.
Marie Goforth Albarian (CRD# 1114498) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Leesburg, VA and has over 40 years of experience in the finance industry.
Christopher Gordon (CRD# 5714224) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Leesburg, VA and has over 14 years of experience in the finance industry.