James
Balfour
F L Putnam Investment Management Co
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About this Advisor
James Balfour is a chartered financial analyst working out of Lynnfield, Massachusetts with 2 years of relevant experience. Balfour currently works for F L Putnam Investment Management Co. Balfour has gained experience at Lowell, Blake & Associates, Inc, Loomis, Sayles And Company, LLC and F. L. Putnam Investment Management Co. Balfour can operate in Massachusetts and New Hampshire. F L Putnam Investment Management Co is a financial advisory business that has its headquarters in Wellesley Hills, MA. It has offices in eight locations and a total of 84 employees. It has $4 billion in assets under management among its 4,312 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to 163 charitable organizations. Of its 4,312 customer accounts, 52% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and other services. Financial management fees usually depend on which services are provided. However, fee types charged by F L Putnam Investment Management Co most likely include some combination 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
James Balfour Work History
James has been registered as a financial advisor for 2 years.*
F. L. Putnam Investment Management Co
Lowell, Blake & Associates, Inc
Loomis, Sayles And Company, LLC
*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 James Balfour 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
Providence, RI
Scarborough, ME
Wellesley Hills, MA
Providence, RI
Wolfeboro, NH
Wellesley Hills, MA
Providence, RI
Wellesley Hills, MA
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