Noah
Putnam
Sonora Investment Management
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About this Advisor
Noah Putnam is a certified financial planner based in Scottsdale, Arizona with 1 year of relevant experience. Putnam is an employee of Sonora Investment Management. Throughout their career, they have worked at Sonora Investment Management LLC, Borderland Construction Co, Inc and Sonora Investment Management Group, LLC. Putnam maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to operate in Arizona and Texas. Sonora Investment Management is a company that has its headquarters in Tucson, AZ. The investment advisory business has a total of 15 people on staff. It has $2 billion in total assets between its 3,225 accounts, making it one of the largest investment advisory firms in the United States by assets under management. Of its 3,225 client accounts, 29% are associated with high-net-worth individuals who have at least $1 million in investable assets. Sonora Investment Management has a set of services, including portfolio management for individuals and small businesses and other services. Financial advisory fee schedules usually are based on which services the firm provides the client. Fees charged by Sonora Investment Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sonora Investment Management Brokerage Details
$1,978,888,208
15
3,225
$613,609
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Other
Noah Putnam Work History
Noah has been registered as a financial advisor for 1 years.*
Sonora Investment Management Group, LLC
Sonora Investment Management LLC
Borderland Construction Co, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Tucson, AZ
Phoenix, AZ
Tucson, AZ
Tucson, AZ
Scottsdale, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
