John PutnamCRD Number: 369059
Current Firm: Raymond James Financial Services Advisors, Inc.
John Putnam (CRD# 369059) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Tarpon Springs, FL and has over 42 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Financial Guidance Group, Inc.
Econologics Financial Advisors
|Trust For William And Gail Barney||Tarpon Springs, FL||Jan 2019 - Current||3|
|Trust For Gail Barney||Tarpon Springs, FL||Jan 2019 - Current||3|
|Trust Realty Corporation||Tarpon Springs, FL||Nov 2018 - Current||3|
|Fl Putnam Investment Management||Tarpon Springs, FL||Jan 2015 - Current||7|
|Putnam Dispute Resolution LLC||Tarpon Springs, FL||Dec 2013 - Current||8|
|F L Putnam Securities Inc.||Tarpon Springs, FL||Dec 2013 - Current||8|
|Raymond James Financial Services Advisors Inc.||St. Petersburg, FL||Nov 2012 - Current||9|
|Raymond James Financial||St. Petersburg, FL||Apr 2003 - Current||19|
|St. Luke The Evangelist Church||Palm Harbor, FL||Jan 2003 - Current||19|
|Raymond James Financial Services, Inc.||Saint Petersburg, FL||Jan 1999 - Current||23|
|F.l. Putnam Securities Company||Boston, MA||Jun 1978 - Current||44|
|Tarpon Pointe Association||Tarpon Springs, FL||Jan 2012 - Dec 2013||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1980|
|S65||NASAA Investment Advisors Law Examination||Apr 2012|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management272,263MILLIONS
Total Number of Accounts846,581ACCOUNTS
Average Account Value$321,603
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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