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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...
David Gwynn (CRD# 232599) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 29 years of experience in the finance industry.
Morgan Haeberlin (CRD# 6239207) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 10 years of experience in the finance industry.
Alvin Hailstorks (CRD# 3036814) is an Investment Advisor Representative working at Lpl Financial LLC in Rockville, MD and has over 25 years of experience in the finance industry. Alvin Hailstorks 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.
Joshua Halpern (CRD# 3000004) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Rockville, MD and has over 25 years of experience in the finance industry. Joshua Halpern 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.
John Harpine (CRD# 6710542) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Rockville, MD and has over 6 years of experience in the finance industry.
David Harreld (CRD# 1080264) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 41 years of experience in the finance industry.
Nicole Harrison (CRD# 5732358) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Rockville, MD and has over 14 years of experience in the finance industry. Nicole Harrison 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.
David Hart (CRD# 4340095) is an Investment Advisor Representative working at Maryland Financial Group, Inc. in Rockville, MD and has over 23 years of experience in the finance industry. David Hart 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.
Franklin Hart (CRD# 1061331) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Rockville, MD and has over 41 years of experience in the finance industry.
John Hart (CRD# 2627711) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rockville, MD and has over 28 years of experience in the finance industry.