![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
Vorsitzender bei
LPL FINANCIAL HOLDINGS INC.
Vermögen: 38 Mio $ am 31.05.2026
Profil
Derzeit hat James S. Putnam die Position des Non-Executive Chairman bei LPL Financial Holdings, Inc. inne. Herr Putnam ist außerdem Mitglied des Verwaltungsrats von LPL Holdings, Inc. Zuvor hatte er die Position des Chief Executive Officer von Global Portfolio Advisors Ltd. und Principal bei Dean Witter Reynolds, Inc. inne. Herr Putnam erwarb einen Bachelor-Abschluss an der Western Illinois University.
Bekannte Unternehmensbeteiligungen
| Unternehmen | Datum | Anzahl der Aktien | Bewertung | Datum der Bewertung |
|---|---|---|---|---|
| 04.06.2026 | 137 291 ( 0,17 % ) | 38 Mio $ | 31.05.2026 |
Aktive Positionen von James Putnam
| Unternehmen | Position | Beginn |
|---|---|---|
| LPL FINANCIAL HOLDINGS INC. | Vorsitzender | 03.03.2017 |
LPL Holdings, Inc.
 LPL Holdings, Inc. Investment ManagersFinance Operates as a holding company with interest in the investment industry | Direktor/Vorstandsmitglied | - |
Ehemalige bekannte Positionen von James Putnam
| Unternehmen | Position | Ende |
|---|---|---|
Global Portfolio Advisors Ltd.
 Global Portfolio Advisors Ltd. Investment Banks/BrokersFinance Provides brokerage services | Vorstandsvorsitzender | 01.01.2014 |
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. | Direktor/Vorstandsmitglied | 25.04.2008 |
Dean Witter Reynolds, Inc.
 Dean Witter Reynolds, Inc. Investment ManagersFinance Investment management | Corporate Officer/Principal | - |
Ausbildung von James Putnam
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
59
Beziehungen ersten Grades
6
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
