Kimberly
Ratcliffe
F L Putnam Investment Management Co
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About this Advisor
Kimberly Ratcliffe is a chartered financial analyst operating out of Lynnfield, Massachusetts who has 1 year of relevant experience. Ratcliffe is currently employed by F L Putnam Investment Management Co. Their career trajectory has included roles at Salem Capital Management, Inc and F. L. Putnam Investment Management Co. Ratcliffe is able to operate in Massachusetts. F L Putnam Investment Management Co is a registered investment company headquartered in Wellesley Hills, MA. It has offices in eight locations and a total of 84 advisors. It manages $4 billion in assets under management across its 4,312 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to 163 charities and foundations. Of its 4,312 accounts, 52% belong to high-net-worth clients who have more than $1 million in assets available to invest. The firm provides 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 fee schedules depend on which services are provided. However, fees charged by F L Putnam Investment Management Co most likely include 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
Kimberly Ratcliffe Work History
Kimberly has been registered as a financial advisor for 1 years.*
F. L. Putnam Investment Management Co
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 Kimberly Ratcliffe 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
Providence, RI
Wellesley Hills, MA
Wolfeboro, NH
Wellesley Hills, MA
Providence, RI
Wellesley Hills, MA
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