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Thomas George Goodwin

F L Putnam Investment Management Co.

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About Thomas George Goodwin

Thomas Goodwin is a financial advisor with F L Putnam Investment Management Co. and has over 20 years of experience in the financial services industry. Thomas specializes in helping individuals, families, and charitable organizations with their financial planning needs. Thomas earned the Certified Financial Planner designation and has a deep understanding of investment strategies. Thomas has passed the Series 7, Series 63, Series 65 and Series 66 exams. Thomas Goodwin is registered with the state of New Hampshire. Prior to joining F L Putnam Investment Management Co., Thomas worked at MML INVESTORS SERVICES, INC. and JEFFERSON PILOT SECURITIES CORPORATION.

Firm Information

Thomas Goodwin 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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Thomas Goodwin’s Registration & Firm History

NH

04/05/2019 - Present

F L Putnam Investment Management Co. (WOLFEBORO NH)

NH

05/14/2002 - 08/31/2006

MML INVESTORS SERVICES, INC. (NASHUA NH)

IN

03/26/1999 - 05/07/2002

JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)

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Licenses & Designations

BOTH

Issued 06/07/2004

Series 66 - Uniform Combined State Law Examination

IA

Issued 01/28/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/08/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/25/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas George Goodwin.
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