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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...
Justin Bacon (CRD# 5086214) is an Investment Advisor Representative working at Hightower Advisors, LLC in Vienna, VA and has over 17 years of experience in the finance industry.
Dean Bahniuk (CRD# 2418525) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Vienna, VA and has over 30 years of experience in the finance industry.
Samuel Bair (CRD# 6276748) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Vienna, VA and has over 10 years of experience in the finance industry.
Rhea Baker (CRD# 5141649) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Vienna, VA and has over 17 years of experience in the finance industry.
Darren Banh (CRD# 5402176) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Vienna, VA and has over 16 years of experience in the finance industry.
Lisa Barbieri (CRD# 3273981) is an Investment Advisor Representative working at Capitol Private Wealth Group LLC in Vienna, VA and has over 24 years of experience in the finance industry.
Paul Barbieri (CRD# 2198441) is an Investment Advisor Representative working at Prudential Financial Planning Services in Vienna, VA and has over 28 years of experience in the finance industry.
Harry Barton (CRD# 14124) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Vienna, VA and has over 29 years of experience in the finance industry.
Bassem Beaini (CRD# 4691714) is an Investment Advisor Representative working at Eagle Strategies LLC in Vienna, VA and has over 20 years of experience in the finance industry.
Bryan Beatty (CRD# 2207998) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Vienna, VA and has over 32 years of experience in the finance industry. Bryan Beatty 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.