Susan Marie White
Investment adviser representative at F L Putnam Investment Management Co.
13 yearsExperience
1 stateRegistered in
$9.7BFirm assets
42 yearsFirm in business
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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
13 years in the industry.
- F. L. Putnam Investment Management CompanyFeb 2025 to now
- Aog Wealth ManagementApr 2019 to Feb 2025
- HomemakerJan 2013 to Apr 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 7093277
- Firm CRD
- 106223