Christian David Mcvey, based in Wellesley, MA, is an Investment Advisor with 20 years of experience. Christian is employed by F L Putnam Investment Management Co., which provides investment advisory services for 1,145 clients.
|FINRA Active||Previously (View Finra BrokerCheck CRD#1318364)|
|SEC Active||Yes (View SEC IAPD CRD#1318364)|
|Office Address||20 William St g40, Wellesley, MA 02481|
|Total Years Registered||20 years|
|Total Registered Employers||3|
|Works for an investor.com Trusted firm?||Yes|
F L Putnam Investment Management Co., registered in 1984, is a Registered Investment Advisor (RIA) in 21 state(s) with a licensed staff of 25 advisors. F L Putnam Investment Management Co. manages $2.8 billion and provides investment advisory services for 1,145 clients (1:46 advisor/client ratio).
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Christian David Mcvey is a Investment Advisor at F L Putnam Investment Management Co.. There are three types of financial advisors: Investment Advisors, Brokers, and Dually Registered professionals (advisors who operate as both a broker and an investment advisor).
Financial Advisors who practice solely as an Investment Advisor are considered true fiduciaries, just like doctors or lawyers, and have fewer conflicts of interest. 99.2% of all financial advisors barred from the industry have been either a broker or dually registered advisor. Learn more.
A financial advisor may provide a variety of financial planning services for Americans. The primary goal of a financial advisor is to review your personal finances and work with you to achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan. Financial advisors focus primarily on money management, including investments like stocks, ETFs, and mutual funds.
Financial planning services may include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance.
Christian has been registered as a financial advisor (Investment Advisor) for 20 years.
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