David J. James

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 and t-ball
  • 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.

Contact
Us