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 31 - 34 of 34 top financial advisors.
31
William O'brien, financial advisor Lynnfield MA
William M. O'brien
CRD#: 1408218
6 Kimball Lane, Lynnfield, MA 01940

William O'brien (CRD# 1408218) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Lynnfield, MA and has over 38 years of experience in the finance industry.

32
Corey Pomerleau, financial advisor Lynnfield MA
Corey B. Pomerleau
CRD#: 7320445
6 Kimball Lane, Lynnfield, MA 01940

Corey Pomerleau (CRD# 7320445) 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.

33
Lorraine Silva, financial advisor Providence RI
Lorraine A. Silva
CRD#: 4194788
10 Weybosset Street, Suite 302, Providence, RI 02903

Lorraine Silva (CRD# 4194788) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Providence, RI and has 1 year of experience in the finance industry.

34
Joni Stone, financial advisor Lynnfield MA
Joni A. Stone
CRD#: 4527672
6 Kimball Lane, Lynnfield, MA 01940

Joni Stone (CRD# 4527672) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Lynnfield, MA and has over 7 years 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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