Erin HarmonCRD Number: 6249209
Current Firm: Putnam Investment Management, LLC
Erin Harmon (CRD# 6249209) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 4 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Putnam Inv./putnam Retail Management||Boston, MA||Sep 2013 - Current||4|
|Unemployed||Annapolis, MD||Jun 2013 - Aug 2013||< 1|
|Bates College||Lewiston, ME||Sep 2012 - May 2013||< 1|
|Wolf Haldenstein Adler Freeman & Herz||New York, NY||Jun 2012 - Aug 2012||< 1|
|Bates College||Lewiston, ME||Sep 2011 - May 2012||< 1|
|Crosby-volmer International Communications||Washington, DC||Jun 2011 - Aug 2011||< 1|
|Bates College||Lewiston, ME||Sep 2010 - May 2011||< 1|
|Maryland Speaker Of The House Re-election Campaign||Annapolis, MD||Jun 2010 - Aug 2010||< 1|
|Bates College||Lewiston, ME||Sep 2009 - May 2010||< 1|
|Unemployed||Annapolis, MD||Jun 2009 - Aug 2009||< 1|
|Annapolis High School||Annapolis, MD||Aug 2005 - May 2009||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2014|
|S63||Uniform Securities State Law Examination||Mar 2014|
Total Assets Under Management85,501MILLIONS
Total Number of Accounts123ACCOUNTS
Average Account Value$695,133,322
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
AZ, LA, MA, NE, NH, TX, WA
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