Gregory Wood Evans
Investment adviser representative at F L Putnam Investment Management Co.
31 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$9.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
31 years in the industry.
- F L Putnam Investment Management Co.Jan 2026 to now
- F.l.putnam Investment Management CompanyJan 2026 to now
- UnemployedMay 2025 to Jan 2026
- Rwa Wealth Partners, LLCFeb 2024 to May 2025
- Fidelity Personal and Workplace AdvisorsJul 2018 to Nov 2023
- Fidelity Brokerage Services, Inc.Oct 1995 to Nov 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (NH).
F L Putnam Investment Management Co.
$9.7BAssets managed
3,054Clients
78Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2215525
- Firm CRD
- 106223