David J. James
Financial Advisor
Registered Representative, Osaic Institutions, Inc.
Education
- BS Finance, concentration in Financial Planning – SNHU
Credentials
- Accredited Portfolio Management Advisor® (APMA®)
Community Involvement
- President – Plymouth Regional Huskies Youth Football
- Volunteer Coach – Plymouth youth football, lacrosse, wrestling
- Investment Committee – Newfound Lake Region Association (NLRA)
- Participant – Rock N Race – Concord Hospital Trust
Philosophy
“In my capacity as a financial counselor, I have the ability to suggest outcomes and nurture long-term prosperity based on my client’s objectives. I acknowledge my obligations and use my skills and dedication to guide my clients toward a successful financial future.
Personal
“Being a great father is like shaving. No matter how good you shaved today, you have to do it again tomorrow.” –Reed Markham
Special Expertise
- Financial Planning
- Retirement Planning
- Investment Management
I can be reached at djames@nhtrust.com or 603.223.2738.
Not FDIC Insured
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Not Bank Guaranteed
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May Lose Value
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Not a Bank Deposit
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Not Insured By Any Federal Government Agency
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Meeting with NHTrust team is without obligation or cost.
NHTrust is a trade name of the New Hampshire Trust Company. Brokerage services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Investment and insurance products are subject to investment risk, including the possible loss of value. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. Osaic Institutions and NHTrust are not affiliated.
