-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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...
Barbara Black (CRD# 6579764) is an Investment Advisor Representative working at Curi Rmb Capital, LLC in Washington, DC and has over 8 years of experience in the finance industry. Barbara Black 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.
Jeffrey Black (CRD# 1792456) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Towson, MD and has over 34 years of experience in the finance industry.
Robert Black (CRD# 1497429) is an Investment Advisor Representative working at Harbor Investment Advisory, LLC in Lutherville-Timonium, MD and has over 38 years of experience in the finance industry.
Eileen Blackburn (CRD# 3142427) is an Investment Advisor Representative working at Lpl Financial LLC in Rockville, MD and has over 25 years of experience in the finance industry.
Kirk Blackman (CRD# 3102174) is an Investment Advisor Representative working at Eagle Strategies LLC in Mitchellville, MD and has over 25 years of experience in the finance industry.
Christopher Blair, CFP® (CRD# 6344122) is an Investment Advisor Representative working at Vansant Mewshaw in Lutherville-Timonium, MD and has over 5 years of experience as an Investment Advisor Representative and over 10 years of experience in the finance industry as a whole.
Gregory Blake (CRD# 5392729) is an Investment Advisor Representative working at Tritonpoint Wealth, LLC in Chevy Chase, MD and has over 16 years of experience in the finance industry.
John Blamphin (CRD# 4565896) is an Investment Advisor Representative working at Retirement Management Systems in Stevensville, MD and has over 20 years of experience in the finance industry. John Blamphin 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.
Theodore Blanchard (CRD# 4807208) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Chevy Chase, MD and has over 19 years of experience in the finance industry.
Julien Blancon (CRD# 6850908) is an Investment Advisor Representative working at Black Diamond Financial, LLC in Towson, MD and has over 6 years of experience in the finance industry.