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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...
John Barriga (CRD# 4975673) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Rockville, MD and has over 16 years of experience in the finance industry.
Kimberly Basenback (CRD# 5523788) is an Investment Advisor Representative working at Financial Services Advisory in Rockville, MD and has over 11 years of experience in the finance industry. Kimberly Basenback 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 Battaglia (CRD# 1894227) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 22 years of experience in the finance industry.
James Battle (CRD# 5485572) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Rockville, MD and has over 9 years of experience in the finance industry. James Battle 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.
Anna Behnam (CRD# 4047871) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rockville, MD and has over 24 years of experience in the finance industry.
Shampa Bera (CRD# 2668925) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Rockville, MD and has over 28 years of experience in the finance industry.
Stephen Berube (CRD# 1897357) is an Investment Advisor Representative working at Echo Creek Capital, LLC in Rockville, MD and has over 35 years of experience in the finance industry.
Thad Bisselle (CRD# 1199497) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rockville, MD and has over 40 years of experience in the finance industry.
Eileen Blackburn (CRD# 3142427) is an Investment Advisor Representative working at Lpl Financial LLC in Rockville, MD and has over 25 years of experience in the finance industry.
Neal Bobys (CRD# 24446) is an Investment Advisor Representative working at Research Financial Strategies in Rockville, MD and has over 41 years of experience in the finance industry.