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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...
Thomas Barger (CRD# 2200770) is an Investment Advisor Representative working at Osaic Fa, Inc. in Lutherville-Timonium, MD and has over 25 years of experience in the finance industry.
Diane Bark (CRD# 2097588) is an Investment Advisor Representative working at Lpl Financial LLC in Baltimore, MD and has over 33 years of experience in the finance industry.
Donna Barksdale (CRD# 5972024) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Laurel, MD and has over 12 years of experience in the finance industry.
Ellis Barksdale (CRD# 4675206) is an Investment Advisor Representative working at Primerica Advisors in Owings Mills, MD and has over 20 years of experience in the finance industry.
Lauren Barnak (CRD# 5677579) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in McLean, VA and has over 13 years of experience in the finance industry.
David Barnes (CRD# 2390785) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Bel Air, MD and has over 30 years of experience in the finance industry.
John Barnes (CRD# 2895726) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Severna Park, MD and has over 20 years of experience in the finance industry.
Michael Barnes (CRD# 2622646) is an Investment Advisor Representative working at True North Advisory, LLC in Bowie, MD and has over 28 years of experience in the finance industry.
Steven Barnes (CRD# 1988057) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Rockville, MD and has over 34 years of experience in the finance industry. Steven Barnes 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.
Judith Barnhard (CRD# 4566341) is an Investment Advisor Representative working at Mbi LLC in Bethesda, MD and has 1 year of experience in the finance industry. Judith Barnhard 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.