linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Todd Christopher Mills

F L Putnam Investment Management Co.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Todd? Claim Your Profile

About Todd Christopher Mills

Todd Christopher Mills is a financial advisor with F L Putnam Investment Management Co. based in Wellesley, MA. Todd has been in the industry since 1996. His primary role is in portfolio management for individuals. Todd is a Certified Financial Planner and has experience with investments, financial planning, and portfolio management. Prior to joining F L Putnam Investment Management Co. Todd worked with Boston Private Wealth LLC and Fidelity Brokerage Services LLC.

Firm Information

Todd Mills 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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

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

check

percentage of assets

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

check

other

Assets under advisement

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Todd Mills’s Registration & Firm History

MA

12/11/2019 - Present

F L Putnam Investment Management Co. (WELLESLEY MA)

RI

06/30/1998 - 05/11/2006

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

RI

07/15/1996 - 06/30/1998

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

NY

03/29/1996 - 05/28/1996

MEREDITH, MARTIN & KAYE INCORPORATED (NEW YORK NY)

Not sure if Todd Christopher Mills is right for you?

Licenses & Designations

IA

Issued 06/26/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/01/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/15/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Todd Christopher Mills.
Not sure if Todd Christopher Mills is right for you?