Katharine
Manning
F L Putnam Investment Management Co
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About this Advisor
Katharine Manning is a financial advisor based in Lynnfield, Massachusetts, working with F L Putnam Investment Management Co. Katharine has previously held positions at Charles Schwab Bank, Charles Schwab & Co., Inc, Education: Retirement Management Advisor Credential Work, F.L. Putnam Investment Management, and Admiral's Bank. Katharine has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Katharine is part of F L Putnam Investment Management Co, which operates out of Lynnfield, Massachusetts. The firm has 10 offices and 105 employees. The firm manages assets totaling $6.2 billion 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, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at F L Putnam Investment Management Co includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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F L Putnam Investment Management Co Brokerage Details
$6,168,006,683
105
5,203
$1,185,471
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Katharine Manning Work History
F.L. Putnam Investment Management
Education: Retirement Management Advisor Credential Work
Admiral'S Bank
Charles Schwab Bank
Charles Schwab & Co., Inc
Disclosures
Please visit the SEC profile of Katharine Manning 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
Wellesley Hills, MA
Providence, RI
Scarborough, ME
Lynnfield, MA
Lynnfield, MA
Lynnfield, MA
Lynnfield, MA
Lynnfield, MA
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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.
