AdvisorOS Directory
Claim Profile
Unclaimed Profile
JB

James Douglas Birks

BIRKS FINANCIAL CORP.·HERNDON, Virginia
Series 65Clean record9 years registeredBIRKS FINANCIAL CORP.
431-A CARLISLE DRIVE, HERNDON, VA 20170CRD# 6758304Firm CRD# 118623

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Douglas Birks · HERNDON, VA
Registration
CRD #6758304 · BIRKS FINANCIAL CORP. · 9 years registered
Brand Profile
Not yet started
01

Career History

BIRKS FINANCIAL CORP.
Jun 2017 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · June 10, 2017
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BIRKS FINANCIAL CORP.
CRD 118623 · SEC 801-114987
AUM
$197M
Regulatory assets under management
Employees
3
447 client accounts
Services offered by BIRKS FINANCIAL CORP.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BIRKS FINANCIAL CORP. →
Introduction

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in HERNDON?

Browse all registered financial advisors in HERNDON, Virginia or claim this profile if it's yours.

Browse HERNDON AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does James Douglas Birks offer?
James Douglas Birks specializes in Financial Planning, Investment Management. Contact their office in HERNDON, Virginia for a consultation.
What are James Douglas Birks's credentials?
James Douglas Birks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Douglas Birks located?
James Douglas Birks is based in HERNDON, Virginia, working with BIRKS FINANCIAL CORP.. Their office serves clients in the HERNDON metropolitan area and surrounding communities.
How does James Douglas Birks charge for services?
James Douglas Birks's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BIRKS FINANCIAL CORP.?
BIRKS FINANCIAL CORP. has approximately 3 employees and manages $197M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at BIRKS FINANCIAL CORP.

James Michael Birks
HERNDON, VA

More Advisors in HERNDON, Virginia

Patrick Thomas Hughes
HUGHES FINANCIAL SERVICES, LLC·HERNDON, VA
Jo Ann Cizek Weinhardt
HUGHES FINANCIAL SERVICES, LLC·HERNDON, VA
Daniel Scott Hughes
HUGHES FINANCIAL SERVICES, LLC·HERNDON, VA
CFP
Paul Thomas Hughes
HUGHES FINANCIAL SERVICES, LLC·HERNDON, VA
Karen Ann Benedict
NORTHWEST FINANCIAL ADVISORS LLC·HERNDON, VA
Kevin Duane Fisher
NORTHWEST FINANCIAL ADVISORS LLC·HERNDON, VA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Virginia
RICHMOND (385)MCLEAN (99)RESTON (87)ARLINGTON (74)VIRGINIA BEACH (65)ALEXANDRIA (59)CHARLOTTESVILLE (51)NORFOLK (46)VIENNA (41)ROANOKE (39)
City Guides
RICHMOND GuideMCLEAN GuideRESTON GuideARLINGTON GuideVIRGINIA BEACH Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
Request removal of this profile