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Charles William Dibner

F L Putnam Investment Management Co.

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About Charles William Dibner

Charles Dibner is an investment advisor representative with F L Putnam Investment Management Co.. Charles has been in the securities industry since 1980 and is registered with the state of Maine. Charles has specialized in portfolio management for individuals, educational seminars, and portfolio monitoring and consulting.

Firm Information

Charles Dibner is currently registered with F L Putnam Investment Management Co.. F L Putnam Investment Management Co. is a Registered Investment Advisor based in Lynnfield, MA. They provide financial planning, portfolio management for individuals, educational seminars, publication of periodicals, selection of other advisers, and other advisory services. They primarily manage assets for high-net-worth individuals, individuals other than high-net-worth, charitable organizations, corporations or other businesses, and pension and profit-sharing plans.
F L Putnam Investment Management Co.

6 KIMBALL LANE

LYNNFIELD, MA 01940

$6.17B

Assets Under Management

30

Total Clients

47

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio monitoring and consulting

Portfolio monitoring and consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Assets under advisement

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Charles Dibner’s Registration & Firm History

ME

07/12/2023 - Present

F L Putnam Investment Management Co. (PORTLAND ME)

CT

07/18/1989 - 06/14/2002

ADVEST, INC. (HARTFORD CT)

MA

05/30/1984 - 07/29/1989

TUCKER ANTHONY INCORPORATED (BOSTON MA)

NA

12/17/1980 - 06/07/1984

IDS LIFE INSURANCE COMPANY

NA

12/17/1980 - 06/07/1984

IDS MARKETING CORPORATION

NA

12/17/1980 - 06/07/1984

IDS/AMERICAN EXPRESS INC.

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Licenses & Designations

IA

Issued 10/04/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/26/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/25/1985

Series 15 - Foreign Currency Options Examination

BC

Issued 06/16/1984

Series 7 - General Securities Representative Examination

BC

Issued 12/15/1980

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles William Dibner.
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