F L Putnam Investment Management Company

F L Putnam Investment Management Company (CRD# 106223) is a financial advisory firm headquartered in Wellesley, MA. They manage $4,547,177,967 in 3,635 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,547
    MILLION
  • Total Number of Accounts
    3,635
    ACCOUNTS
  • Average Account Value
    $1,250,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, CT, DC, FL, GA, KY, MA, MD, ME, MI, MN, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TX, VA, VT, WA

Financial Advisors at F L Putnam Investment Management Company
Showing 1 - 10 of 28 top financial advisors.
1
Roger N. Begin
CRD#: 2477450
10 Weybosset Street, Providence, RI 02903

Roger Begin (CRD# 2477450) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Providence, RI and has over 26 years of experience in the finance industry. Roger Begin 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.

2
Robertson P. Breed
CRD#: 1395261
5 Widgery Wharf, 4th Floor, Portland, ME 04101

Robertson Breed (CRD# 1395261) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Portland, ME and has over 33 years of experience in the finance industry.

3
Valerie J. Brown
CRD#: 5123562
40 Mill Street, Wolfeboro, NH 03894

Valerie Brown (CRD# 5123562) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Wolfeboro, NH and has over 16 years of experience in the finance industry.

4
Wendy M. Bush
CRD#: 1439817
5 Widgery Wharf, 4th Floor, Portland, ME 04101

Wendy Bush (CRD# 1439817) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Portland, ME and has over 29 years of experience in the finance industry.

5
Meghan G. Civiello
CRD#: 7069550
5 Widgery Wharf, 4th Floor, Portland, ME 04101

Meghan Civiello (CRD# 7069550) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Portland, ME and has 1 year of experience in the finance industry.

6
Keith R. Elflein
CRD#: 4617922
800 Winchester Souther Rd, Nw, Ashville, OH 43103

Keith Elflein (CRD# 4617922) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Ashville, OH and has 1 year of experience in the finance industry.

7
Laurie A. Faille
CRD#: 4732547
20 William Street, Suite G40, Wellesley, MA 02481

Laurie Faille (CRD# 4732547) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Wellesley, MA and has 1 year of experience in the finance industry. Laurie Faille 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.

8
Thomas P. Fay
CRD#: 2709281
10 Weybosset Street, Providence, RI 02903

Thomas Fay (CRD# 2709281) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Providence, RI and has over 26 years of experience in the finance industry.

9
Landon J. Fritch
CRD#: 6352335
40 Mill Street, Wolfeboro, NH 03894

Landon Fritch (CRD# 6352335) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Wolfeboro, NH and has over 5 years of experience in the finance industry. Landon Fritch 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.

10
Thomas G. Goodwin
CRD#: 3186647
40 Mill Street, Wolfeboro, NH 03894

Thomas Goodwin (CRD# 3186647) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Wolfeboro, NH and has over 23 years of experience in the finance industry. Thomas Goodwin 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.

1 2 3 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.