James Putnam
Chairman chez LPL FINANCIAL HOLDINGS INC.
Fortune : 36 M $ au 31/03/2024
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 |
|---|---|---|---|---|
| 26/03/2024 | 135 296 ( 0,18% ) | 36 M $ | 31/03/2024 |
Postes actifs de James Putnam
| Sociétés | Poste | Début |
|---|---|---|
| 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 | - |
Anciens postes connus de James Putnam
| Sociétés | Poste | Fin |
|---|---|---|
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 | - |
Formation de James Putnam
| Western Illinois University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| LPL FINANCIAL HOLDINGS INC. | Finance |
| Entreprise privées | 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 |
