Sally Putnam is a CFP-designated registered investment advisor, based in Chandler, AZ, with 22 years of industry experience.
Location
2450 S. Gilbert Rd, Suite 205, Chandler, AZ, 85286
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sally is the President of Arizona Women Divorce Professionals, a network for divorcing clients, and a landlord for real estate rental income. She is also a Principal at NOW Financial, selling insurance products, and a Board of Directors member for the Chandler Chamber of Commerce, and an Investment Advisor at The Ameriflex Group, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
The Ameriflex Group
Previous Registrations
Osaic Wealth, INC.Broker
Sagepoint Financial, INC.Broker
Principal Securities, INC.
Principal Securities, INC.Broker
Metlife Securities INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.