Matthew French (CRD# 5058481) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 18 years of experience in the finance industry.
CRD# 4689919
Abraham, Robert Ralph Jr
CRD# 6371217
Integrated Wealth Concepts LLC
CRD# 2570107
Abrams Financial Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Putnam Investments/putnam Retail Management | Boston, MA | Oct 2022 - Current | 1 |
| Integrity Funds Distributor, LLC | Minot, ND | Jan 2022 - Sep 2022 | < 1 |
| Unemployed | Noblesville, IN | Apr 2021 - Jan 2022 | < 1 |
| Ivy Distributors, Inc. | Shawnee Mission, KS | Feb 2007 - Apr 2021 | 14 |
| Waddell & Reed, Inc. | Shawnee Mission, KS | Feb 2007 - Aug 2020 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2006 |
- MA
-
Total Assets Under Management97,851MILLIONS
-
Total Number of Accounts180ACCOUNTS
-
Average Account Value$543,617,726
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
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, VI, VT, WA, WI, WV, WY
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