Cherie PutmanCRD Number: 4487122
Current Firm: 1st Global Advisors Inc.
Cherie Putman (CRD# 4487122) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Torrance, CA and has over 15 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|Putman Capital Management, Inc.||Hermosa Beach, CA||Jun 2005 - Current||12|
|1st Global Insurance Services||Hermosa Beach, CA||Sep 2004 - Current||12|
|1st Global Advisors, Inc.||Hermosa Beach, CA||Apr 2002 - Current||15|
|1st Global Capital Corp||Hermosa Beach, CA||Jan 2002 - Current||15|
|Cherie D. Putman Cpa||Hermosa Beach, CA||Jan 1995 - Current||22|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2002|
Total Assets Under Management7,093MILLIONS
Total Number of Accounts21,134ACCOUNTS
Average Account Value$335,619
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV