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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 Beck (CRD# 1683926) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Towson, MD and has over 36 years of experience in the finance industry.
Alan Becke (CRD# 2269922) is an Investment Advisor Representative working at Mml Investors Services, LLC in Hunt Valley, MD and has over 31 years of experience in the finance industry.
Randall Becker (CRD# 5724927) is an Investment Advisor Representative working at Prudential Financial Planning Services in Hunt Valley, MD and has over 11 years of experience in the finance industry.
Brian Beckwith (CRD# 6212814) is an Investment Advisor Representative working at T. Rowe Price Advisory Services, Inc. in Baltimore, MD and has over 10 years of experience in the finance industry.
Michael Beczkowski (CRD# 2174721) is an Investment Advisor Representative working at Bolton Investment in Towson, MD and has over 32 years of experience in the finance industry.
Craig Beden (CRD# 1319333) is an Investment Advisor Representative working at Mml Investors Services, LLC in Mclean, VA and has over 39 years of experience in the finance industry.
Gurpreet Bedi (CRD# 6915553) is an Investment Advisor Representative working at Kalamata Asset Management LLC in Bethesda, MD and has over 6 years of experience in the finance industry.
Randy Beeman (CRD# 3027730) is an Investment Advisor Representative working at Glass Jacobson Wealth Advisors in Owings Mills, MD and has over 26 years of experience in the finance industry.
Anna Behnam (CRD# 4047871) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rockville, MD and has over 24 years of experience in the finance industry.
Daniel Beigel (CRD# 6672276) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Annapolis, MD and has over 6 years of experience in the finance industry.