Noah
Putnam
Sonora Investment Management
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About this Advisor
Noah Putnam is a financial advisor based in Scottsdale, Arizona, working with Sonora Investment Management. Noah has previously held positions at Sonora Investment Management LLC, Borderland Construction Co, Inc, and Sonora Investment Management Group, LLC. Noah has passed the Series 65 regulatory exam and is registered to provide services in Arizona and Texas. Currently, Noah is part of Sonora Investment Management, which operates out of Scottsdale, Arizona. The firm has 1 office and 15 employees. The firm manages assets totaling $2.0 billion and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, as well as other services. The fee structure at Sonora Investment Management includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sonora Investment Management Brokerage Details
$1,962,270,353
15
3,330
$589,270
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Other
Noah Putnam Work History
Sonora Investment Management Group, LLC
Sonora Investment Management LLC
Borderland Construction Co, Inc
Disclosures
Please visit the SEC profile of Noah Putnam to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sonora Investment Management
Scottsdale, AZ
Tucson, AZ
Scottsdale, AZ
Phoenix, AZ
Tucson, AZ
Tucson, AZ
Tucson, AZ
Scottsdale, AZ
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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