James Putnam
Vorsitzender bei LPL FINANCIAL HOLDINGS INC.
Vermögen: 36 Mio $ am 30.04.2024
Profil
Derzeit hat James S. Putnam die Position des Non-Executive Chairman bei LPL Financial Holdings, Inc. inne. Herr Putnam ist außerdem Mitglied des Verwaltungsrats von LPL Holdings, Inc. Zuvor hatte er die Position des Chief Executive Officer von Global Portfolio Advisors Ltd. und Principal bei Dean Witter Reynolds, Inc. inne. Herr Putnam erwarb einen Bachelor-Abschluss an der Western Illinois University.
Bekannte Unternehmensbeteiligungen
| Unternehmen | Datum | Anzahl der Aktien | Bewertung | Datum der Bewertung |
|---|---|---|---|---|
| 10.05.2024 | 135 296 ( 0,18% ) | 36 Mio $ | 30.04.2024 |
Aktive Positionen von James Putnam
| Unternehmen | Position | Beginn |
|---|---|---|
| LPL FINANCIAL HOLDINGS INC. | Vorsitzender | 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. | Direktor/Vorstandsmitglied | - |
Ehemalige bekannte Positionen von James Putnam
| Unternehmen | Position | Ende |
|---|---|---|
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. | Vorstandsvorsitzender | 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. | Direktor/Vorstandsmitglied | 25.04.2008 |
| Dean Witter Reynolds, Inc. | Corporate Officer/Principal | - |
Ausbildung von James Putnam
| Western Illinois University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Börsennotierte Unternehmen | 1 |
|---|---|
| LPL FINANCIAL HOLDINGS INC. | Finance |
| Private Unternehmen | 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 |
