![James Putnam](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
James Putnam
Ordförande på
LPL FINANCIAL HOLDINGS INC.
Förmögenhet: 38 M $ per 2026-05-31
Profil
Mr. James S.
Putnam is a Non-Executive Chairman at LPL Financial Holdings, Inc. He is on the Board of Directors at LPL Holdings, Inc. Mr. Putnam was previously employed as a Chief Executive Officer by Global Portfolio Advisors Ltd., a Vice Chairman by LPL Financial LLC, and a Principal by Dean Witter Reynolds, Inc. He received his undergraduate degree from Western Illinois University.
Kända innehav i offentliga företag
| Företag | Datum | Antal aktier | Värdering | Värderingsdatum |
|---|---|---|---|---|
| 2026-06-04 | 137 291 ( 0,17 % ) | 38 M $ | 2026-05-31 |
Aktiva positioner av James Putnam
| Företag | Position | Start |
|---|---|---|
| LPL FINANCIAL HOLDINGS INC. | Ordförande | 2017-03-03 |
LPL Holdings, Inc.
 LPL Holdings, Inc. Investment ManagersFinance Operates as a holding company with interest in the investment industry | Direktör/Styrelseledamot | - |
Tidigare kända positioner av James Putnam
| Företag | Position | Slut |
|---|---|---|
Global Portfolio Advisors Ltd.
 Global Portfolio Advisors Ltd. Investment Banks/BrokersFinance Provides brokerage services | Verkställande Direktör | 2014-01-01 |
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financials’ advisory services are made available to clients primarily through individuals associated with LPL as investment advisor representatives (IARs). The IARs has access to various research reports and model portfolios to which they may refer in determining investment advice IAR provides to clients. The IAR chooses their own research methods, investment style and management philosophy. | Direktör/Styrelseledamot | 2008-04-25 |
Dean Witter Reynolds, Inc.
 Dean Witter Reynolds, Inc. Investment ManagersFinance Investment management | Företagsledare/Principal | - |
James Putnams utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
59
Första gradens relationer
6
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 6 |
|---|---|
LPL Financial Holdings, Inc.
 LPL Financial Holdings, Inc. Investment Banks/BrokersFinance Operates as an investment holding company with interests in technology, brokerage and investment advisory services | Finance |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financials’ advisory services are made available to clients primarily through individuals associated with LPL as investment advisor representatives (IARs). The IARs has access to various research reports and model portfolios to which they may refer in determining investment advice IAR provides to clients. The IAR chooses their own research methods, investment style and management philosophy. | Finance |
Dean Witter Reynolds, Inc.
Dean Witter Reynolds, Inc. Investment ManagersFinance Investment management | Finance |
Western Illinois University
 Western Illinois University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
LPL Holdings, Inc.
LPL Holdings, Inc. Investment ManagersFinance Operates as a holding company with interest in the investment industry | Finance |
Global Portfolio Advisors Ltd.
Global Portfolio Advisors Ltd. Investment Banks/BrokersFinance Provides brokerage services | Finance |
