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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...
James Griffin (CRD# 7502144) is an Investment Advisor Representative working at Griffin Financial Services in Manassas, VA and has over 2 years of experience in the finance industry.
Phillip Grissom (CRD# 7185746) is an Investment Advisor Representative working at Primerica Advisors in Manassas, VA and has over 4 years of experience in the finance industry.
Jennifer Kellett (CRD# 7184182) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Manassas, VA and has over 4 years of experience in the finance industry.
Mark Primeau (CRD# 7071270) is an Investment Advisor Representative working at Primeaumayer Financial in Manassas, VA and has over 4 years of experience in the finance industry.
Fuser Rodriguez (CRD# 7669142) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Manassas, VA and has 1 year of experience in the finance industry.
Casey Rosenthal (CRD# 7256915) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Manassas, VA and has 1 year of experience in the finance industry.
Reese Varley (CRD# 7484626) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Manassas, VA and has 1 year of experience in the finance industry.
Andrew Vree (CRD# 7703575) is an Investment Advisor Representative working at Edward Jones in Manassas, VA and has 1 year of experience in the finance industry.
Tiffany Liggon (CRD# 5292514) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Manassas, VA and has over 17 years of experience in the finance industry.
Basil Herzstein (CRD# 2247685) is an Investment Advisor Representative working at Equitable Advisors, LLC in Rockville, MD and has over 31 years of experience in the finance industry. Basil Herzstein 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.