James Putnam
Chairman at LPL FINANCIAL HOLDINGS INC.
Net worth: 36 M $ as of 2024-03-30
Profile
Currently, James S. Putnam holds the position of Non-Executive Chairman at LPL Financial Holdings, Inc. Mr. Putnam is also on the board of LPL Holdings, Inc. He previously held the position of Chief Executive Officer of Global Portfolio Advisors Ltd. and Principal at Dean Witter Reynolds, Inc. Mr. Putnam received an undergraduate degree from Western Illinois University.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2024-03-25 | 135,296 ( 0.18% ) | 36 M $ | 2024-03-30 |
James Putnam active positions
| Companies | Position | Start |
|---|---|---|
| LPL FINANCIAL HOLDINGS INC. | Chairman | 2017-03-02 |
LPL Holdings, Inc.
 LPL Holdings, Inc. Investment ManagersFinance LPL Holdings, Inc. operates as a holding comany for LPL Financial Services. It provides investment advisory, marketing, administrative, distribution and information systems services to the independent financial advisor network in the United States through its subsidiaries. The company is headquartered in Boston, MA. | Director/Board Member | - |
Former positions of James Putnam
| Companies | Position | End |
|---|---|---|
Global Portfolio Advisors Ltd.
 Global Portfolio Advisors Ltd. Investment Banks/BrokersFinance Global Portfolio Advisors Ltd. provides brokerage services. The private company is based in Nashua, NH. | Chief Executive Officer | 2013-12-31 |
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Director/Board Member | 2008-04-24 |
| Dean Witter Reynolds, Inc. | Corporate Officer/Principal | - |
Training of James Putnam
| Western Illinois University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| LPL FINANCIAL HOLDINGS INC. | Finance |
| Private companies | 4 |
|---|---|
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Finance |
| Dean Witter Reynolds, Inc. | Finance |
LPL Holdings, Inc.
LPL Holdings, Inc. Investment ManagersFinance LPL Holdings, Inc. operates as a holding comany for LPL Financial Services. It provides investment advisory, marketing, administrative, distribution and information systems services to the independent financial advisor network in the United States through its subsidiaries. The company is headquartered in Boston, MA. | Finance |
Global Portfolio Advisors Ltd.
Global Portfolio Advisors Ltd. Investment Banks/BrokersFinance Global Portfolio Advisors Ltd. provides brokerage services. The private company is based in Nashua, NH. | Finance |
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