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Inactive

James Balfour

F L Putnam Investment Management Co.

Wolfeboro, NH

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Current Employers
F L Putnam Investment Management Co.

6 Kimball Lane, Lynnfield, MA 01940 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-02
NH RA APPROVED 2022-02-28
MA RA APPROVED 2021-11-10
  • TX RA
    APPROVED
    Since 2025-05-02
  • NH RA
    APPROVED
    Since 2022-02-28
  • MA RA
    APPROVED
    Since 2021-11-10

Branch Locations

40 Mill Street, Wolfeboro, NH 03894 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lowell, Blake & Associates, Inc. Boston MA 10/2017 09/2019
Loomis, Sayles And Company, Llc Boston MA 05/2000 12/2016
Laid-Off Boston MA 12/2016 10/2017
F. L. Putnam Investment Management Co. Lynnfield MA 10/2021 Present
Unemployed Concord MA 10/2019 10/2021
  • 10/2017 → 09/2019
    Lowell, Blake & Associates, Inc.
    Boston, MA
  • 05/2000 → 12/2016
    Loomis, Sayles And Company, Llc
    Boston, MA
  • 12/2016 → 10/2017
    Laid-Off
    Boston, MA
  • 10/2021 → Present
    F. L. Putnam Investment Management Co.
    Lynnfield, MA
  • 10/2019 → 10/2021
    Unemployed
    Concord, MA
Previous Registrations
  • 2017-12-05 → 2019-10-23
    Lowell Blake & Associates Inc.
    Boston, MA
Designations

View on SEC IAPD

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Other Offices

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BALLENTINE PARTNERS · Wolfeboro, NH
BALLENTINE PARTNERS · Wolfeboro, NH
EDWARD JONES · WOLFEBORO FALLS, NH
EDWARD JONES · Wolfeboro Falls, NH
WILLIAM J. KRAUSE CPA, P.C. · WOLFEBORO, NH
EDWARD JONES · GILFORD, NH
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