James Putnam
Chairman presso LPL FINANCIAL HOLDINGS INC.
Patrimonio netto: 36 M $ in data 31/03/2024
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 | Valorizzazione | Data di valutazione |
|---|---|---|---|---|
| 26/03/2024 | 135 296 ( 0.18% ) | 36 M $ | 31/03/2024 |
Posizioni attive di James Putnam
| Società | Posizione | Inizio |
|---|---|---|
| LPL FINANCIAL HOLDINGS INC. | Chairman | 03/03/2017 |
LPL Holdings, Inc.
 LPL Holdings, Inc. Investment ManagersFinance LPL Holdings, Inc. operates as a holding comany for LPL Financial Services. It provides investment advisory, marketing, administrative, distribution and information systems services to the independent financial advisor network in the United States through its subsidiaries. The company is headquartered in Boston, MA. | Director/Board Member | - |
Precedenti posizioni note di James Putnam
| Società | Posizione | Fine |
|---|---|---|
Global Portfolio Advisors Ltd.
 Global Portfolio Advisors Ltd. Investment Banks/BrokersFinance Global Portfolio Advisors Ltd. provides brokerage services. The private company is based in Nashua, NH. | Chief Executive Officer | 01/01/2014 |
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Director/Board Member | 25/04/2008 |
| Dean Witter Reynolds, Inc. | Corporate Officer/Principal | - |
Formazione di James Putnam
| Western Illinois University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Società quotate in Borsa | 1 |
|---|---|
| LPL FINANCIAL HOLDINGS INC. | Finance |
| Aziende private | 4 |
|---|---|
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Finance |
| Dean Witter Reynolds, Inc. | Finance |
LPL Holdings, Inc.
LPL Holdings, Inc. Investment ManagersFinance LPL Holdings, Inc. operates as a holding comany for LPL Financial Services. It provides investment advisory, marketing, administrative, distribution and information systems services to the independent financial advisor network in the United States through its subsidiaries. The company is headquartered in Boston, MA. | Finance |
Global Portfolio Advisors Ltd.
Global Portfolio Advisors Ltd. Investment Banks/BrokersFinance Global Portfolio Advisors Ltd. provides brokerage services. The private company is based in Nashua, NH. | Finance |
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