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).
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Total Assets Under Management4,547MILLION
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Total Number of Accounts3,635ACCOUNTS
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Average Account Value$1,250,943
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Other
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.