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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...
Joshua Krutoy (CRD# 4767324) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in McLean, VA and has over 19 years of experience in the finance industry.
John Langford (CRD# 5012656) is an Investment Advisor Representative working at Corient in Mclean, VA and has over 18 years of experience in the finance industry. John Langford 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.
Alexia Larson (CRD# 5294097) is an Investment Advisor Representative working at The Mather Group, LLC in Mclean, VA and has over 17 years of experience in the finance industry.
Christopher Legg (CRD# 4874134) is an Investment Advisor Representative working at Ofs in Mclean, VA and has over 19 years of experience in the finance industry. Christopher Legg 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.
Mark Lester (CRD# 4438783) is an Investment Advisor Representative working at Mml Investors Services, LLC in Mclean, VA and has over 22 years of experience in the finance industry. Mark Lester 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.
Thomas Leverone (CRD# 2853786) is an Investment Advisor Representative working at Global Retirement Partners LLC in Mclean, VA and has over 26 years of experience in the finance industry.
Mary Liola (CRD# 4457664) is an Investment Advisor Representative working at Commonwealth Financial Network in Mclean, VA and has over 22 years of experience in the finance industry. Mary Liola 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.
Jeffrey Lippman (CRD# 5124838) is an Investment Advisor Representative working at Capitol Financial Consultants, Inc. in Mclean, VA and has over 18 years of experience in the finance industry. Jeffrey Lippman 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.
Dana Lopez (CRD# 6637653) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mclean, VA and has over 7 years of experience in the finance industry.
Vincent Lucas (CRD# 2260006) is an Investment Advisor Representative working at Vincent C. Lucas, C.p.a., P.c. in Mclean, VA and has over 30 years of experience in the finance industry.