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Our financial advice team


James Donham Ameriprise Financial Advisor

James Donham

Financial Advisor

Heritage Wealth Advisors
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Insurance
  • Investments
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Estate Planning Strategies