Luke
Van Houten

Putnam Investment Management, LLC

CRD#6106173
Investment Advisor
in Boston, MA
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About this Advisor

Luke Van Houten is a financial advisor operating in Boston, Massachusetts, who has been in the financial industry for 11 years. Van Houten works at Putnam Investment Management, LLC. Over the course of their career, Van Houten has held roles at Lifetime Financial Advisors, Boston College, Textron Aviation, Boston College Facilities, Santa Fe Christian High School and Putnam Retail Management. Van Houten has Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Massachusetts. Putnam Investment Management, LLC is a company operating out of Boston, Massachusetts. It manages $92 billion in assets among its 160 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The advisory firm offers a few services, such as portfolio management for investment companies and portfolio management for pooled investment vehicles. Fees for financial management usually vary depending on the financial services. Fees billed by Putnam Investment Management, LLC likely consist of asset-based and performance-based fees.

Certifications and Registrations

Series 65, Series 63

Years of Experience

11 years

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Disclosures

No

Office Location

100 Federal St
Boston, MA 02110

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Putnam Investment Management, LLC Brokerage Details

Total Assets Under Management

$91,746,601,063

MA Average: $16,012,751,954
Total Number of Employees

272

MA Average: 118
Total Number of Accounts

160

MA Average: 4,567
Average Account Size

$573,416,257

MA Average: $3,506,186

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Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Luke Van Houten Work History

Luke has 11 years of experience.

2015 - 2015 (0 years)

Lifetime Financial Advisors

2015 - Present (4 years)

Putnam Retail Management

2014 - 2014 (0 years)

Textron Aviation

2013 - 2013 (0 years)

Lifetime Financial Advisors

2012 - 2012 (0 years)

Lifetime Financial Advisors

2011 - 2015 (4 years)

Boston College

2011 - 2015 (4 years)

Boston College Facilities

2011 - 2011 (0 years)

Lifetime Financial Advisors

2010 - 2010 (0 years)

Lifetime Financial Advisors

2007 - 2011 (4 years)

Santa Fe Christian High School

Disclosures

Luke Van Houten has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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