Sally Putnam (CRD# 4748505) is an Investment Advisor Representative working at The Ameriflex Group in Chandler, AZ and has over 20 years of experience in the finance industry. Sally Putnam 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# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Osaic Wealth, Inc. | Chandler, AZ | Sep 2023 - Current | < 1 |
The Ameriflex Group | Las Vegas, NV | May 2023 - Current | 1 |
Now Financial | Chandler, AZ | Jun 2016 - Current | 7 |
Sagepoint Financial, Inc. | Chandler, AZ | May 2023 - Sep 2023 | < 1 |
Principal Securities Inc. | Chandler, AZ | Mar 2016 - May 2023 | 7 |
Principal Life Insurance Co | Chandler, AZ | Aug 2011 - May 2023 | 11 |
Princor Financial Serices | Chandler, AZ | Aug 2011 - Mar 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2004 |
- AZ
- TX
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Total Assets Under Management6,522MILLIONS
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Total Number of Accounts16,327ACCOUNTS
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Average Account Value$399,485
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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