![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
Président chez
LPL FINANCIAL HOLDINGS INC.
Fortune : 38 M $ au 31/05/2026
Profil
Actuellement, James S. Putnam occupe le poste de président non exécutif du conseil d'administration de LPL Financial Holdings, Inc. M. Putnam est également membre du conseil d'administration de LPL Holdings, Inc. Il a précédemment occupé le poste de chef de la direction de Global Portfolio Advisors Ltd. et de directeur chez Dean Witter Reynolds, Inc. M. Putnam a obtenu un diplôme de premier cycle de la Western Illinois University.
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
| 04/06/2026 | 137 291 ( 0,17 % ) | 38 M $ | 31/05/2026 |
Postes actifs de James Putnam
| Sociétés | Poste | Début |
|---|---|---|
| LPL FINANCIAL HOLDINGS INC. | Président | 03/03/2017 |
LPL Holdings, Inc.
 LPL Holdings, Inc. Investment ManagersFinance Operates as a holding company with interest in the investment industry | Directeur/Membre du Conseil | - |
Anciens postes connus de James Putnam
| Sociétés | Poste | Fin |
|---|---|---|
Global Portfolio Advisors Ltd.
 Global Portfolio Advisors Ltd. Investment Banks/BrokersFinance Provides brokerage services | Directeur Général | 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. | Directeur/Membre du Conseil | 25/04/2008 |
Dean Witter Reynolds, Inc.
 Dean Witter Reynolds, Inc. Investment ManagersFinance Investment management | Corporate Officer/Principal | - |
Formation de James Putnam
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
59
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
