Keith Elflein (CRD# 4617922) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Ashville, OH and has 1 year of experience in the finance industry.
CRD# 6112873
Trinity Financial Advisors LLC
CRD# 3165835
Lpl Financial LLC
CRD# 2304366
Nationwide Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fl Putname | Wellesley, ME | Apr 2018 - Current | 6 |
| Ubs Painewebber Inc. | New London, CT | Dec 2002 - Current | 21 |
| Us Navy | New London, CT | Jun 1999 - Current | 24 |
| Unemployed | Ashville, OH | Mar 2018 - Apr 2018 | < 1 |
| Boston Private Financial Holdings | Boston, ME | Jul 2007 - Mar 2018 | 10 |
- OH
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Total Assets Under Management6,168MILLIONS
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Total Number of Accounts5,203ACCOUNTS
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Average Account Value$1,185,471
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TX, VA, VT, WA
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