James Gambaccini, financial advisor Reston VA

James Gambaccini

CRD Number: 4619759
Current Firm: Acorn Financial Advisory Services, Inc.

James Gambaccini (CRD# 4619759) is an Investment Advisor Representative working at Acorn Financial Advisory Services, Inc. in Reston, VA and has over 20 years of experience in the finance industry. James Gambaccini 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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Professional Designations
Company Name Location Dates Years
Acorn Financial Services, Inc. Reston, VA Feb 2010 - Current 14
Acorn Financial Advisory Services, Inc. Reston, VA Jan 2008 - Current 16
Acorn Financial Advisory Services, Inc. Reston, VA Sep 2003 - Current 20
Acorn Financial Services, Inc. Reston, VA Jul 2003 - Current 20
The Strategic Financial Alliance, Inc. Atlanta, GA Feb 2010 - Jan 2015 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2003
Contact Info for James M. Gambaccini
Phone Number: (703) 293-3100
Registered State(s):
  • DC
  • FL
  • LA
  • NC
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    1,037
    MILLIONS
  • Total Number of Accounts
    4,249
    ACCOUNTS
  • Average Account Value
    $244,068
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, DC, DE, FL, GA, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WV

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