Roger Cfp

Private Client Advisor at F.L.Putnam Investment Management Company - Wellesley, MA, US

Roger Cfp's Colleagues at F.L.Putnam Investment Management Company
Jessie Butler

FPQP™ and Senior Account Officer

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Ann Foran

Principal, Investment Advisor, Sustainable Investing

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Chris Parker

Chief Administrative Officer

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Lucy Hu

Operations Coordinator, Atrato Consulting

Contact Lucy Hu

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Roger Cfp's Contact Details
HQ
781-235-6323
Location
Providence,Rhode Island,United States
Company
F.L.Putnam Investment Management Company
Roger Cfp's Company Details
F.L.Putnam Investment Management Company logo, F.L.Putnam Investment Management Company contact details

F.L.Putnam Investment Management Company

Wellesley, MA, US • 100 - 249 Employees
Investment Bank/Securities Brokerage

F.L.Putnam Investment Management Company, an SEC-registered investment advisory firm, provides investment management, consulting, and financial planning advice and services to high-net-worth clients, endowments, and foundations. We have delivered a comprehensive set of solutions that help clients build, preserve, and manage their wealth for over 35 years and are known for our expertise in sustainable investing and ESG analysis.FLP has over $5 billion in assets under advisement and offices in MA, ME, NH, NY and RI.Our disclosures can be found by visiting our website: https://www.flputnam.com/disclosures.

Wealth Management Investment Management Socially Responsible Investing ESG Investing Financial Planning Retirement Planning Estate Planning Foundations Millennials Investment Bank/Securities Brokerage Management Investment Open-ended
Details about F.L.Putnam Investment Management Company
Frequently Asked Questions about Roger Cfp
Roger Cfp currently works for F.L.Putnam Investment Management Company.
Roger Cfp's role at F.L.Putnam Investment Management Company is Private Client Advisor.
Roger Cfp's email address is ***@flputnam.com. To view Roger Cfp's full email address, please signup to ConnectPlex.
Roger Cfp works in the Investment Management industry.
Roger Cfp's colleagues at F.L.Putnam Investment Management Company are Nishit Kamdar, Corey Pomerleau, Francis Louis, Jessie Butler, Ann Foran, Chris Parker, Lucy Hu and others.
Roger Cfp's phone number is 781-235-6323
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