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Timothy Richard Hamilton

F L Putnam Investment Management Co.

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About Timothy Richard Hamilton

Timothy Richard Hamilton is a licensed Investment Advisor Representative in the state of Massachusetts and is currently employed by F L Putnam Investment Management Co.. Timothy has been in the financial services industry since 2008 and has experience in both brokerage and investment advisory roles. Timothy specializes in investment advisory services, portfolio management for individuals, financial planning, portfolio monitoring and consulting, and educational seminars. Timothy's firm manages over $6 billion in assets.

Firm Information

Timothy Hamilton 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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Timothy Hamilton’s Registration & Firm History

MA

04/25/2022 - Present

F L Putnam Investment Management Co. (LYNNFIELD MA)

NH

05/08/2015 - 09/26/2018

THE O.N. EQUITY SALES COMPANY (Hampton NH)

NH

10/30/2013 - 04/01/2015

LPL FINANCIAL LLC (MANCHESTER NH)

NH

08/26/2011 - 11/07/2013

NEW ENGLAND SECURITIES (EXETER NH)

MA

08/19/2008 - 09/01/2011

SIGNATOR INVESTORS, INC. (ANDOVER MA)

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Licenses & Designations

IA

Issued 06/04/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/30/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/26/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/17/2018

Series 7 - General Securities Representative Examination

BC

Issued 08/18/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy Richard Hamilton.
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