James Putnam
Chairman en LPL FINANCIAL HOLDINGS INC. .
Fortuna: 36 M $ al 31/03/2024
Perfil
En la actualidad, James S. Putnam ocupa el cargo de presidente no ejecutivo de LPL Financial Holdings, Inc. El Sr. Putnam también forma parte del consejo de administración de LPL Holdings, Inc. Anteriormente ocupó el cargo de Director General de Global Portfolio Advisors Ltd. y Director de Dean Witter Reynolds, Inc. El Sr. Putnam se licenció en la Western Illinois University.
Participaciones conocidas en empresas públicas
| Empresa | Fecha | Número de acciones | Valoración | Fecha de valoración |
|---|---|---|---|---|
| 26/03/2024 | 135 296 ( 0.18% ) | 36 M $ | 31/03/2024 |
Cargos activos de James Putnam
| Empresas | Cargo | Inicio |
|---|---|---|
| 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 | - |
Antiguos cargos conocidos de James Putnam.
| Empresas | Cargo | 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 | - |
Formación de James Putnam.
| Western Illinois University | Undergraduate Degree |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas cotizadas | 1 |
|---|---|
| LPL FINANCIAL HOLDINGS INC. | Finance |
| Empresas privadas | 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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