Hal
Rubin
F L Putnam Investment Management Co
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About this Advisor
Hal Rubin is a financial advisor operating in Lynnfield, Massachusetts with 1 year of relevant experience. Rubin is on the advisory team at F L Putnam Investment Management Co. During their career, Rubin has held roles at F. L. Putnam Investment Management and Salem Capital Management, Inc. Rubin has a Series 65 license, designating them as an investment advisor representative, and is approved to operate in Massachusetts. F L Putnam Investment Management Co is a financial advisory firm headquartered in Wellesley Hills, MA. It has offices in eight locations and a total of 84 people on staff. It manages $4 billion in assets among its 4,312 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides services to 163 charities and foundations. Of its 4,312 client accounts, 52% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm has a wide array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and other services. A financial advisor's fee schedules vary depending on the services. However, fees billed by F L Putnam Investment Management Co most likely are comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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F L Putnam Investment Management Co Brokerage Details
$4,302,700,958
84
4,312
$997,843
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Hal Rubin Work History
Hal has been registered as a financial advisor for 1 years.*
F. L. Putnam Investment Management
Salem Capital Management, 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 Hal Rubin 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 F L Putnam Investment Management Co
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Scarborough, ME
Wellesley Hills, MA
Wolfeboro, NH
Wellesley Hills, MA
Providence, RI
Providence, RI
Wellesley Hills, MA
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