James Dimos, CFP®, 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, recommending options that are suitable for each individual client’s unique situation and requirements.
James has nearly 20 years of investment advisory experience, and currently holds Series 6, 7, and 63 securities registrations through LPL Financial, and a Series 65 registration through Advisory Resource Group, LLC. 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.