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Robertson Pope Breed

F L Putnam Investment Management Co.

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About Robertson Pope Breed

Robertson Pope Breed is a registered Investment Advisor Representative with F L Putnam Investment Management Co. Robertson has been in the industry since 1988 and has a wide range of experience with various financial products and services. Robertson has worked with individuals, corporations, and charitable organizations. Robertson is also a Chartered Financial Analyst.

Firm Information

Robertson Breed 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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Robertson Breed’s Registration & Firm History

ME

05/21/2007 - Present

F L Putnam Investment Management Co. (PORTLAND ME)

FL

01/04/1999 - 05/30/2002

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

FL

05/02/1991 - 01/04/1999

ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)

CA

06/30/1988 - 01/10/1990

MONTGOMERY SECURITIES (SAN FRANCISCO CA)

NA

01/19/1988 - 04/27/1988

E. F. HUTTON & COMPANY INC

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Licenses & Designations

BC

Issued 02/09/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/16/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robertson Pope Breed.
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