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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...
Mark Dickson (CRD# 4845774) is an Investment Advisor Representative working at Tyndale Investments, LLC in Washington, DC and has 1 year of experience in the finance industry.
Richard Didden (CRD# 4500618) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Washington, DC and has over 22 years of experience in the finance industry.
Dallas Disbro (CRD# 6090358) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 11 years of experience in the finance industry.
Mitchell Disler (CRD# 6820738) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Washington, DC and has over 6 years of experience in the finance industry.
Charles Donalies (CRD# 5733820) is an Investment Advisor Representative working at Donalies Financial Planning, LLC in Washington, DC and has over 14 years of experience in the finance industry. Charles Donalies 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.
Joseph Doniger (CRD# 4875570) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 16 years of experience in the finance industry.
Christopher Doto (CRD# 4457331) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 22 years of experience in the finance industry.
Samuel Doub (CRD# 6655405) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 7 years of experience in the finance industry.
Melissa Doughty (CRD# 4937700) is an Investment Advisor Representative working at Missionsquare Retirement in Washington, DC and has over 18 years of experience in the finance industry.
Philip Doyle (CRD# 5827359) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC and has over 11 years of experience in the finance industry.