Benjamin
Putman
Spectrum Wealth Management, LLC
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About this Advisor
Benjamin Putman is a financial advisor based in Irvine, California, working with Spectrum Wealth Management, LLC. Benjamin has previously held positions at Putmangroup, Spectrum Capital Investment Group, Inc, Independent Financial Group, and Empirical Wealth Management. Benjamin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Benjamin is part of Spectrum Wealth Management, LLC, which operates out of Irvine, California. The firm has 1 office and 4 employees. The firm manages assets totaling $234.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Spectrum Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Spectrum Wealth Management, LLC Brokerage Details
$234,227,944
4
616
$380,240
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Benjamin Putman Work History
Empirical Wealth Management
Independent Financial Group
Spectrum Capital Investment Group, Inc
Putmangroup
Disclosures
Please visit the SEC profile of Benjamin Putman 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 Spectrum Wealth Management, LLC
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
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