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David J
Series 63, Series 65
Eagle, ID
Coastal Bridge Advisors
David James is a financial advisor with Coastal Bridge Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Coastal Bridge Advisors since 2016. Outside of his advisory role, he serves as a trustee for an insurance trust established in 2006. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach to construct diversified portfolios and offers specialized services including retirement plan consulting, HSA investment management, and access to various lending solutions.
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