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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...
Lowell Pratt (CRD# 2185935) is an Investment Advisor Representative working at The Burney Company in Reston, VA and has over 32 years of experience in the finance industry.
Susan Prince (CRD# 4633181) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Reston, VA and has over 21 years of experience in the finance industry.
Thomas Pudner (CRD# 4606557) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 21 years of experience in the finance industry. Thomas Pudner 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.
Peter Radvanyi (CRD# 3129076) is an Investment Advisor Representative working at Radvanyi Wealth Management LLC in Reston, VA and has over 25 years of experience in the finance industry.
Vasilios Rajendra (CRD# 6343364) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Reston, VA and has over 7 years of experience in the finance industry. Vasilios Rajendra 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.
Aradhya Ray (CRD# 5219628) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Reston, VA and has over 17 years of experience in the finance industry.
Patrick Realis (CRD# 5524184) is an Investment Advisor Representative working at Eagle Strategies LLC in Reston, VA and has over 15 years of experience in the finance industry.
Judy Redpath (CRD# 2767605) is an Investment Advisor Representative working at Commonwealth Financial Network in Reston, VA and has over 27 years of experience in the finance industry. Judy Redpath 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.
Mary Reilly-Will (CRD# 1792458) is an Investment Advisor Representative working at Park Avenue Securities LLC in Reston, VA and has over 36 years of experience in the finance industry.
Brennan Rhule (CRD# 5354235) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Reston, VA and has over 9 years of experience in the finance industry. Brennan Rhule 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.