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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 Connolly (CRD# 6235175) is an Investment Advisor Representative working at Lockton Investment Advisors, LLC in Washington, DC and has over 10 years of experience in the finance industry.
Jeffry Cook (CRD# 2015593) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 33 years of experience in the finance industry.
Joseph Cope (CRD# 4777695) is an Investment Advisor Representative working at Cope Corrales in Washington, DC and has over 19 years of experience in the finance industry. Joseph Cope 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.
Ronya Corey (CRD# 2377343) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 30 years of experience in the finance industry.
Luis Corrales (CRD# 5407809) is an Investment Advisor Representative working at Cope Corrales in Washington, DC and has over 14 years of experience in the finance industry.
John Cortale (CRD# 4407350) is an Investment Advisor Representative working at Lpl Financial LLC in Washington, DC and has over 22 years of experience in the finance industry.
Bree Cota (CRD# 4613248) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 11 years of experience in the finance industry.
Timothy Coughlin (CRD# 2791049) is an Investment Advisor Representative working at Edgemoor Investment Advisors, Inc. in Washington, DC and has over 24 years of experience in the finance industry. Timothy Coughlin 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.
Richard Courtney (CRD# 730872) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Washington, DC and has over 34 years of experience in the finance industry.
Samuel Courtney (CRD# 6153251) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Washington, DC and has over 11 years of experience in the finance industry.