Broker Check

James Wallace

James R. Wallace is a Financial Planner with Northeast Planning Associates, Inc. (NPA), a registered investment adviser. 

Jim knows that every person’s economic and life situation is unique: their goals and future plans, their family, what stage of life they are in, their current financial outlook, their retirement needs and their desire for wealth management. He keeps all of these factors in mind when providing financial advice and formulating a comprehensive plan designed for clients to work towards their financial future. Jim believes in developing strong personal relationships with his clients, and works to connect them with easy-to-understand, transparent, and valuable products, services and solutions. 

Jim began his career as an investment advisor with one of the largest, Boston-based private investment firms, creating advanced and comprehensive financial plans for his clients. Through this experience, he found that he wanted to be able to provide his clients with a greater variety of independent, objective financial wealth planning strategies to address his client’s specific needs. This made the decision to align with NPA and LPL Financial (the leading independent brokerage firm in the nation*) a natural progression in his career.

As a Financial Planner, he holds the following Security registrations with LPL Financial: Series 7, 63 and Series 66 as well as several state licenses to offer Life, Accident and Health Insurance. 

When not at the office, Jim enjoys spending time with his family and friends. His family attends Zeal Church in Manchester, NH.  He enjoys playing a variety of sports and participating in outdoor activities. 

Jim is a resident of Merrimack, NH where he resides with his wife, Hannah, and their children.

*As reported by Financial Planning magazine, June 1996-2016, based on total revenue.