James Kelble
LPL Financial Advisor

Office: (978)-276-0382 
Cell: (781)-820-9248 
Fax: (978)-276-0384 
 

James has been in the financial services field for over 20 years. He began his career working at a trade desk for a small firm out of Lynnfield, MA. He rose through the company to eventually run the Money management division of that small company only to realize that he needed to branch out on his own. He has been on his own since 2001 helping individuals, families and businesses achieve their financial goals through solid financial analysis and planning to develop individual and unique strategies tailored to each person. He has several registrations  including the Series 7,65,63 and 24 held with LPL Financial. He also has his Life Accident and Health insurance licenses. James is securities licensed in MA, NH, CA and Florida.

James understands and knows how important it is to plan and review in an ongoing basis because of life’s ups and downs and constant change. Unfortunately, he knows it all too well having suffered the loss of his wife in 2011. James is a single dad raising three kids and understands the value of education, insurances and planning. He has been through many of life’s challenges and he take’s it personally to help people through theirs. 

• James likes to focus on the financial plan which then covers many of the challenges that people face on a daily basis. 
• Money management
• Retirement
• College assistance and planning
• Estate Planning
• Life Insurance

James has many interests such as spending time with family and friends, travel and sports. His clients become his friends and enjoys having fun and educational events to provide important information and fun.