David J. James, APMA®
Responsibilities
David creates and executes detailed financial plans for people, companies and organizations. As a Registered Representative of Osaic Institutions, Inc., he works closely with clients to understand their goals and collaborate with them on a plan that will help them attain their objectives at every stage of their lives.
Experience
Before joining NHTrust in 2023, James was a financial advisor at Ameriprise Financial Services and spent more than 12 years in various roles at Citizens Bank, including Premier Relationship Manager and Wealth Client Partner.
Education
- Southern New Hampshire University, BS in Finance with a concentration in Financial Planning
Credentials
- Accredited Portfolio Management Advisor® (APMA®)
- FINRA Series 7 General Securities Representative Registration
- FINRA Series 24 General Securities Principal Registration
- FINRA Series 63 Uniform Securities Agent State Law Registration
- FINRA Series 65 Uniform Investment Adviser Law Registration
- New Hampshire Life, Accident and Health License
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 with Concord Hospital Trust
Philosophy
“I have a favorite quote that emphasizes the importance of doing good work day after day and not resting on your laurels. Reed Markham said ‘Being a great father is like shaving. No matter how good you shaved today, you have to do it again tomorrow.’ That is true about both fatherhood and doing great work for those who depend upon you.”
Personal
“I am deeply involved in youth sports in my hometown of Plymouth. I love coaching football, lacrosse, wrestling and T-ball and spending as much time as I can on Newfound Lake with my wife and three sons.”
BrokerCheck
