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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...
Donald Burklo (CRD# 4038536) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Rockville, MD and has over 24 years of experience in the finance industry.
Scott Butler (CRD# 1923776) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Rockville, MD and has over 31 years of experience in the finance industry.
Sean Cable (CRD# 5000045) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 18 years of experience in the finance industry.
Adrian Calame (CRD# 6850579) is an Investment Advisor Representative working at Edward Jones in Rockville, MD and has over 6 years of experience in the finance industry.
Maria Camp (CRD# 5144553) is an Investment Advisor Representative working at Sol Capital Management Co in Rockville, MD and has over 17 years of experience in the finance industry.
Daniel Campos (CRD# 6194309) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Rockville, MD and has over 10 years of experience in the finance industry.
Barry Cantor (CRD# 6357453) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 9 years of experience in the finance industry.
John Cantu (CRD# 2137984) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 32 years of experience in the finance industry.
Joseph Capra (CRD# 2659474) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 28 years of experience in the finance industry.
Lisa Carpenter (CRD# 4958361) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Rockville, MD and has over 18 years of experience in the finance industry.