David L James

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner

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David L James Ameriprise Financial Advisor
Office location
499 Gloster Crk Village
Suite BC 11
Tupelo, MS 38801




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(662) 841-0750
david.l.james@ampf.com

I specialize in working with clients who are seeking to maximize and maintain their income and preserve their wealth throughout their retirement years. I'll work with you to manage your financial resources to help you gain the confidence that comes from knowing that your money can continue to work for you — so you can continue to enjoy the retirement of your dreams.

Ameriprise Financial can help you achieve your financial objectives through a long-term relationship based on knowledgeable advice. We offer financial strategies, products and services — and we deliver them when, where and how you want them. It's your choice.


Areas of Focus
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Asset Allocation
  • General Financial Planning
  • Income Tax Planning Strategies
  • Women's Financial Strategies
  • Investment Advice
  • I am licensed and registered to conduct business in MS.
  • Based on licenses and registrations I hold, I may also conduct certain business in AL, TX
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.