David L James Ameriprise financial advisor in Tupelo, MS

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David L James

CFP^®

Financial Advisor

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Map & Directions

Refer Me

(662) 841-0750

david.l.james@ampf.com

Office Locations

499 Gloster Crk Village
Suite BC 11
Tupelo, MS 38801-4600
Map (662) 841-0750

5293 Getwell Rd
Ste A
Southaven, MS 38672-9608
Map (662) 536-1955

License Information

I am licensed and registered to conduct business in MS.

Based on licenses and registrations I hold, I may also conduct business in TN, TX, AL.

Converting to a Roth?

Are you thinking about converting a traditional IRA or 401(k)-type plan to a Roth IRA? There are additional tax benefits for Roth conversions during 2010. I can help you decide whether a Roth conversion is right for you.

Calculators

Retirement income

Investment returns

Roth conversion

Market Watch

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Ameriprise Financial cannot guarantee future financial results.
Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.