Joseph Lynch, financial advisor Boston MA
90 score

Joseph Lynch

CRD Number: 5888650
Current Firm: Putnam Investment Management, LLC

Joseph Lynch (CRD# 5888650) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Putnam Inv./putnam Retail Management North Andover, MA Sep 2011 - Current 5
New York Life Insurance Company Waltham, MA Mar 2011 - Sep 2011 < 1
Nylife Securities LLC Waltham, MA Mar 2011 - Sep 2011 < 1
Bj's Wholesale Club Hyannis, MA Nov 2010 - Mar 2011 < 1
Cartwheels East Dennis, MA Jun 2010 - Oct 2010 < 1
Stetson University Deland, FL Aug 2006 - May 2010 3
Oyster Harbors Club Osterville, MA Apr 2004 - Aug 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2011
S65 NASAA Investment Advisors Law Examination Dec 2013
Contact Info for Joseph P. Lynch
Phone Number: 617-292-1000
Firm Website: http://www.putnam.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    98,334
    MILLIONS
  • Total Number of Accounts
    169
    ACCOUNTS
  • Average Account Value
    $581,858,468
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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