Glen
Martin

F L Putnam Investment Management Co

CRD#2850934
Investment Advisor
in Providence, RI

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About this Advisor

Glen Martin is a financial advisor based in Providence, Rhode Island, working with F L Putnam Investment Management Co. Glen has previously held positions at Lpl Financial, LLC, Metlife Securities Inc, Fuse Research Network, and F. L. Putnam Investment Management Company. Glen has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Massachusetts and Rhode Island. Currently, Glen is part of F L Putnam Investment Management Co, which operates out of Providence, Rhode Island. 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

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

10 Weybosset Street 3Rd Floor
Providence, RI 02903

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F L Putnam Investment Management Co Brokerage Details

Total Assets Under Management

$6,168,006,683

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

105

RI Average: 118
Total Number of Accounts

5,203

RI Average: 4,567
Average Account Size

$1,185,471

RI Average: $3,506,186

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

Glen Martin Work History

2016 - Present (9 years)

F. L. Putnam Investment Management Company

2015 - 2015 (< 1 year)

Lpl Financial, LLC

2015 - 2016 (1 year)

Metlife Securities Inc

2014 - 2015 (1 year)

Fuse Research Network

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Glen Martin 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

Corey Pomerleau
Lynnfield, MA
Michael Desclos
Lynnfield, MA
Glen Martin
Providence, RI
Ann Marie Foran
Wellesley Hills, MA
Benjamin O'Connor
Scarborough, ME
Robert Heitzman
Rockville, MD
Joni Stone
Lynnfield, MA
Sean Cragan
Lynnfield, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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.

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