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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...
Elizabeth Cole (CRD# 2701023) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Reston, VA and has over 27 years of experience in the finance industry.
Joan Confoy (CRD# 1624600) is an Investment Advisor Representative working at Private Advisor Group, LLC in Reston, VA and has over 33 years of experience in the finance industry. Joan Confoy 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.
Daniel Cooper (CRD# 6910970) is an Investment Advisor Representative working at Brighter Financial Capital Management, LLC in Reston, VA and has over 6 years of experience in the finance industry.
Philip Corso (CRD# 5995440) is an Investment Advisor Representative working at Commonwealth Financial Network in Reston, VA and has over 12 years of experience in the finance industry.
William Courson (CRD# 1266000) is an Investment Advisor Representative working at Mason Investment Advisory Services Inc. in Reston, VA and has over 31 years of experience in the finance industry.
Peiliang Cui (CRD# 4630709) is an Investment Advisor Representative working at Avantax Advisory Services in Reston, VA and has over 20 years of experience in the finance industry. Peiliang Cui 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.
Devon Cury (CRD# 2377792) is an Investment Advisor Representative working at Park Avenue Securities LLC in Reston, VA and has over 30 years of experience in the finance industry.
Anthony Davis (CRD# 6683889) is an Investment Advisor Representative working at Mai Capital Management, LLC in Reston, VA and has over 7 years of experience in the finance industry.
James Day (CRD# 2014283) is an Investment Advisor Representative working at Capitol Securities Management, Inc. in Reston, VA and has over 22 years of experience in the finance industry.
Cynthia Deavel (CRD# 2392308) is an Investment Advisor Representative working at Commonwealth Financial Network in Reston, VA and has over 30 years of experience in the finance industry. Cynthia Deavel 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.