Todd Mills (CRD# 2688102) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Wellesley, MA and has over 27 years of experience in the finance industry. Todd Mills has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| F.l. Putnam Investment Management Company | Wellesley, MA | Nov 2019 - Current | 4 |
| Boston Private Wealth LLC | Boston, MA | Nov 2014 - Nov 2019 | 5 |
| Banyan Partners LLC | Boston, MA | Aug 2013 - Nov 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1996 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1998 |
- MA
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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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