Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Balfour is an investment advisor representative at F. L. Putnam Investment Management Co. James has been a registered investment advisor since 2021 and has been in the industry for over 20 years. James specializes in providing investment advice to individuals, corporations, and charitable organizations. James holds the Chartered Financial Analyst designation. James is also a director of the Concord Carlisle Community Chest, a non-profit organization that raises money for local charities. James is committed to providing his clients with high-quality investment advice and personalized service.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Portfolio monitoring and consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Assets under advisement
1
2
NH
02/28/2022 - Present
F L Putnam Investment Management Co. (Wolfeboro NH)
Active
Inactive
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