James Dimos, APMA®, CRPC®, CLTC is a Financial Advisor with Advisory Resource Group. James helps individuals, families and business owners better understand their current financial situation and define their future goals, focused on working towards financial freedom. James is committed to being a lifetime resource for his clients, taking pride in developing long lasting relationships and providing quality service.
As an independent advisor, James can offer a wide range of investment and insurance products and services, objectively recommending options that are suitable for each individual client’s unique situation and requirements.
James has nearly 15 years of investment advisory experience, and currently holds Series 6, 7, 63, and 65 securities registration through LPL Financial. He earned a Bachelor’s Degree from the University of New Hampshire.
James resides in Pembroke, NH with his wife, Alissa, and two children, Chandler and Penelope. Active in his community, he is a member of St. George Greek Orthodox Church and BNI Capital Express, a networking collective, and also coaches youth soccer. In his free time, James enjoys golfing, playing soccer, cooking, and spending quality time with his family and friends.
Chartered Retirement Planning Counselor (CRPC) conferred by the College for Financial Planning.
Financial planning offered through Advisory Resource Group, a registered investment adviser (RIA). Securities and advisory services offered through LPL Financial (LPL), an RIA and broker-dealer (BD), member FINRA/SIPC. Credit union is not an RIA or BD. Insurance products offered through LPL or its licensed affiliates. LPL registered representatives offer products and services using Advisory Resource Group. These products and services offered through Advisory Resource Group, LPL, or its affiliates, which are separate entities from, and not affiliates of the credit union, are:
|Not Insured by NCUA |
or Other Government Agency
|No Credit Union Guarantee||Not Credit Union Deposits or|
|May Lose Value|