K. Andrew Putnam, CFP®
“Providing sound financial advice is about understanding a client’s needs, desires and always doing what is in their best interest.”
Andrew Putnam
Check the background of this investment professional
Address:
18067 W. Catawba Ave., Ste. 206
Cornelius, NC 28031
Andrew Putnam
CERTIFIED FINANCIAL PLANNER™ Practitioner
Wealth Advisor
Beginning his financial services career in 2010, Andrew specializes in financial and retirement planning and enjoys working with small business owners, employees and executives of corporations large and small. He concentrates on the design and implementation of comprehensive investment, retirement and estate plans for both pre-retirees and retirees.
A lifetime resident of North Carolina, Andrew enjoys reading non-fiction books, hiking and exploring both State and National parks in his spare time.
Affiliations:
Crossnore Mountains of Hope School; Volunteer
Family Ties: “I have gone through life with a close-knit family. Many people don’t have this, and I am very grateful for it.”
Hidden Talent: 1st Degree Black Belt in Tae Kwon Do
Bragging Rights: A disc golf hole-in-one
Education: Appalachian State University, B.S. in Business Administration and Appropriate Technology
Series 7
General Securities Registered Representative
Held with LPL Financial
Series 66
Uniform Securities State Agent
Held with Independent Advisor Alliance & LPL Financial
CFP®
CERTIFIED FINANCIAL PLANNER™ Practitioner
Securities Registration States
FL, GA, IN, MN, NC, OH, SC, TX, VA
Insurance Registration States
NC, SC, GA
Life, Health, Accident, LTC
Transparency. Integrity. Service. Dedicated to Connecting You with Your Future.