![James Putnam](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
James Putnam
Presidente presso
LPL FINANCIAL HOLDINGS INC.
Patrimonio netto: 38 M $ in data 31/05/2026
Profilo
Attualmente, James S. Putnam ricopre la posizione di Presidente non esecutivo presso LPL Financial Holdings, Inc. Putnam fa anche parte del consiglio di amministrazione di LPL Holdings, Inc. In precedenza ha ricoperto la posizione di amministratore delegato di Global Portfolio Advisors Ltd. e di direttore di Dean Witter Reynolds, Inc. Putnam si è laureato presso la Western Illinois University.
Partecipazioni note in società pubbliche
| Società | Data | Numero di azioni | Valutazione | Data di valutazione |
|---|---|---|---|---|
| 04/06/2026 | 137.291 ( 0,17% ) | 38 M $ | 31/05/2026 |
Posizioni attive di James Putnam
| Società | Posizione | Inizio |
|---|---|---|
| LPL FINANCIAL HOLDINGS INC. | Presidente | 03/03/2017 |
LPL Holdings, Inc.
 LPL Holdings, Inc. Investment ManagersFinance Operates as a holding company with interest in the investment industry | Direttore/Membro del Consiglio | - |
Precedenti posizioni note di James Putnam
| Società | Posizione | Fine |
|---|---|---|
Global Portfolio Advisors Ltd.
 Global Portfolio Advisors Ltd. Investment Banks/BrokersFinance Provides brokerage services | Amministratore Delegato | 01/01/2014 |
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financials’ advisory services are made available to clients primarily through individuals associated with LPL as investment advisor representatives (IARs). The IARs has access to various research reports and model portfolios to which they may refer in determining investment advice IAR provides to clients. The IAR chooses their own research methods, investment style and management philosophy. | Direttore/Membro del Consiglio | 25/04/2008 |
Dean Witter Reynolds, Inc.
 Dean Witter Reynolds, Inc. Investment ManagersFinance Investment management | Corporate Officer/Principal | - |
Formazione di James Putnam
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
59
Relazioni di 1° grado
6
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 6 |
|---|---|
LPL Financial Holdings, Inc.
 LPL Financial Holdings, Inc. Investment Banks/BrokersFinance Operates as an investment holding company with interests in technology, brokerage and investment advisory services | Finance |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financials’ advisory services are made available to clients primarily through individuals associated with LPL as investment advisor representatives (IARs). The IARs has access to various research reports and model portfolios to which they may refer in determining investment advice IAR provides to clients. The IAR chooses their own research methods, investment style and management philosophy. | Finance |
Dean Witter Reynolds, Inc.
Dean Witter Reynolds, Inc. Investment ManagersFinance Investment management | Finance |
Western Illinois University
 Western Illinois University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
LPL Holdings, Inc.
LPL Holdings, Inc. Investment ManagersFinance Operates as a holding company with interest in the investment industry | Finance |
Global Portfolio Advisors Ltd.
Global Portfolio Advisors Ltd. Investment Banks/BrokersFinance Provides brokerage services | Finance |
