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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...
Robert Pfeifer (CRD# 1218578) is an Investment Advisor Representative working at Lpl Financial LLC in Olney, MD and has over 40 years of experience in the finance industry.
Charles Rucker (CRD# 2361033) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Olney, MD and has over 30 years of experience in the finance industry.
Meagan Sexton (CRD# 6783612) is an Investment Advisor Representative working at Edward Jones in Olney, MD and has over 6 years of experience in the finance industry.
James Webb (CRD# 1613386) is an Investment Advisor Representative working at Capital Financial, LLC in Olney, MD and has over 37 years of experience in the finance industry.
Suzanne Wheeler (CRD# 1107381) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Olney, MD and has over 18 years of experience in the finance industry.
Christopher Campbell (CRD# 4604217) is an Investment Advisor Representative working at Cjc Wealth Management in Olney, MD and has 1 year of experience in the finance industry.
William Erskine (CRD# 7063959) is an Investment Advisor Representative working at Edward Jones in Olney, MD and has over 4 years of experience in the finance industry.
Lakhi Narang (CRD# 2929431) is an Investment Advisor Representative working at Pnc Investments in Olney, MD and has over 26 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.
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