James Putnam
Chairman bij LPL FINANCIAL HOLDINGS INC.
Vermogen: 36 M $ op 29-02-2024
Profiel
Momenteel bekleedt James S. Putnam de functie van niet-uitvoerend voorzitter bij LPL Financial Holdings, Inc. De heer Putnam is tevens lid van de Raad van Bestuur van LPL Holdings, Inc. Voordien bekleedde hij de functie van Chief Executive Officer van Global Portfolio Advisors Ltd. en was hij Principal bij Dean Witter Reynolds, Inc. De heer Putnam behaalde een bachelordiploma aan de Western Illinois University.
Bekende belangen in openbare bedrijven
Onderneming | Datum | Aantal aandelen | Totale waarde | Waarderingsdatum |
---|---|---|---|---|
27-11-2023 | 135 284 ( 0.18% ) | 36 M $ | 29-02-2024 |
Actieve functies van James Putnam
Bedrijven | Functie | Begin |
---|---|---|
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 | - |
Eerdere bekende functies van James Putnam
Bedrijven | Functie | Einde |
---|---|---|
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 | - |
Opleiding van James Putnam
Western Illinois University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Beursgenoteerde bedrijven | 1 |
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LPL FINANCIAL HOLDINGS INC. | Finance |
Bedrijven in privébezit | 4 |
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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 |