F L Putnam Investment Management Company

F L Putnam Investment Management Company (CRD# 106223) is a financial advisory firm headquartered in Lynnfield, MA. They manage $6,168,006,683 in 5,203 accounts and serve the financial needs of clients across 31 states (or territories).

Current Firm Details
6 Kimball Lane, Lynnfield, MA 01940
https://www.linkedin.com/company/f-l-putnam-investment-management-company/
By the Numbers
  • Total Assets Under Management
    6,168
    MILLION
  • Total Number of Accounts
    5,203
    ACCOUNTS
  • Average Account Value
    $1,185,471
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at F L Putnam Investment Management Company
Showing 11 - 20 of 34 top financial advisors.
11
Robert Heitzman, financial advisor Rockville MD
Robert B. Heitzman
CRD#: 3003585
Rockville, MD

Robert Heitzman (CRD# 3003585) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Rockville, MD and has over 25 years of experience in the finance industry.

12
Susan John, financial advisor Wolfeboro NH
Susan M. John
CRD#: 1830060
40 Mill Street, Wolfeboro, NH 03894

Susan John (CRD# 1830060) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Wolfeboro, NH and has over 36 years of experience in the finance industry.

13
Daosith Lemay, financial advisor Wolfeboro NH
Daosith S. Lemay
CRD#: 4849794
40 Mill Street, Wolfeboro, NH 03894

Daosith Lemay (CRD# 4849794) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Wolfeboro, NH and has over 19 years of experience in the finance industry.

14
Carolyn Macedo, financial advisor Bonita Springs FL
Carolyn S. Macedo
CRD#: 5609338
Bonita Springs, FL

Carolyn Macedo (CRD# 5609338) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Bonita Springs, FL and has over 15 years of experience in the finance industry.

15
Kristen Madden, financial advisor Wolfeboro NH
Kristen A. Madden
CRD#: 1629153
40 Mill Street, Wolfeboro, NH 03894

Kristen Madden (CRD# 1629153) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Wolfeboro, NH and has over 36 years of experience in the finance industry.

16
Katharine Manning, financial advisor Lynnfield MA
Katharine C. Manning
CRD#: 2901746
6 Kimball Lane, Lynnfield, MA 01940

Katharine Manning (CRD# 2901746) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Lynnfield, MA and has over 26 years of experience in the finance industry.

17
Reed Manning, financial advisor Lynnfield MA
Reed T. Manning
CRD#: 4710363
6 Kimball Lane, Lynnfield, MA 01940

Reed Manning (CRD# 4710363) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Lynnfield, MA and has 1 year of experience in the finance industry.

18
Glen Martin, financial advisor Providence RI
Glen P. Martin
CRD#: 2850934
10 Weybosset Street, 3rd Floor, Providence, RI 02903

Glen Martin (CRD# 2850934) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Providence, RI and has over 21 years of experience in the finance industry.

19
Scott Mazuzan, financial advisor Portland ME
Scott N. Mazuzan
CRD#: 5834757
5 Widgery Wharf, 4th Floor, Portland, ME 04101
Scott Mazuzan (CRD# 5834757) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Portland, ME and has over 5 years of experience in the finance industry. Scott Mazuzan 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 putclients' interests first and comply with the Financial Planning Practice Standards.
20
Ryan McQuilkin, financial advisor Wellesley MA
Ryan B. McQuilkin
CRD#: 6424748
20 William Street, Suite G40, Wellesley, MA 02481

Ryan McQuilkin (CRD# 6424748) 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.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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