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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...
Robert Davis (CRD# 4645672) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 21 years of experience in the finance industry.
Allen Dearing (CRD# 1006234) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 42 years of experience in the finance industry.
Michael Dearing (CRD# 7065982) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 5 years of experience in the finance industry.
James Deligianis (CRD# 4861364) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 19 years of experience in the finance industry.
Damion Dengler (CRD# 4060437) is an Investment Advisor Representative working at Lpl Financial LLC in Rockville, MD and has over 19 years of experience in the finance industry.
Benjamin Derge (CRD# 6680825) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Rockville, MD and has over 6 years of experience in the finance industry.
Susan Dixson (CRD# 2425278) is an Investment Advisor Representative working at Maryland Financial Group, Inc. in Rockville, MD and has over 28 years of experience in the finance industry. Susan Dixson 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.
Alejandro Doble (CRD# 5964333) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 7 years of experience in the finance industry.
Mary Ann Drucker (CRD# 2495181) is an Investment Advisor Representative working at Financial Services Advisory in Rockville, MD and has over 29 years of experience in the finance industry.
Cameron Duncan (CRD# 6105469) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Rockville, MD and has over 9 years of experience in the finance industry.