Miles Putnam, financial advisor Novi MI
93 score

Miles Putnam

CRD Number: 5895626
Current Firm: Provident Investment Management, Inc.

Miles Putnam (CRD# 5895626) is an Investment Advisor Representative working at Provident Investment Management, Inc. in Novi, MI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Seger-elvekrog Novi, MI Sep 2010 - Current 6
Unemployed Oak Park, IL Jul 2009 - Sep 2010 1
University Of Michigan Ann Arbor, MI May 2007 - Jul 2009 2
Fun Inc. Chicago, IL Dec 2005 - May 2007 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2011
Contact Info for Miles G. Putnam
Phone Number: 248-380-1700
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    526
    MILLIONS
  • Total Number of Accounts
    292
    ACCOUNTS
  • Average Account Value
    $1,802,726
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AL, CA, FL, IN, MA, MI, NJ, NY, OH, TX, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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