Advisors at this firm
Victoria B
Series 65
Herndon, VA
Birks Financial Corp.
Victoria Birks Styron is a financial advisor at Birks Financial Corp. with a Series 65 designation and three years of industry experience. Prior to joining Birks Financial in 2021, she worked at Arthritis and Sports and held positions at Gardner Webb University and Loudoun County Public Schools. Birks Financial Corp. is an independent, fee-only investment adviser specializing in retirement-focused financial planning and portfolio management for individual clients and trusts, particularly high-net-worth households. The firm uses a long-term, fundamentally driven investment approach with model portfolios primarily composed of no-load mutual funds and provides advice on a non-discretionary basis.
James B
Series 65
Herndon, VA
Birks Financial Corp.
James Birks is a financial advisor at Birks Financial Corp. with eight years of industry experience. He holds a Series 65 designation and previously worked for the FBI from 2014 to 2016. Birks has also been affiliated with the College of William and Mary since 2013. Birks Financial Corp. is an independent, fee-only investment adviser that provides retirement-focused financial planning and portfolio management to individual clients and trusts, particularly high-net-worth households. The firm emphasizes long-term, fundamentally driven strategies and manages assets primarily on a non-discretionary basis using tailored Investment Policy Statements and model portfolios.
James B
Series 63, Series 65
Mclean, VA
Birks Financial Corp.
James Birks is a financial advisor at Birks Financial Corp. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Birks Financial Corporation since 1995. Additionally, he has worked with Signator Investors, Inc. since 1989. Outside of investment advising, Birks is also an insurance agent representing various companies, including John Hancock Life Insurance Company. Birks Financial Corp. is an independent, fee-only investment adviser serving high-net-worth individuals and trusts with retirement-focused financial planning and portfolio management. The firm emphasizes long-term, fundamentally driven strategies using tailored Investment Policy Statements and manages client assets primarily on a non-discretionary basis.
