Lindsay Lukacs is a registered investment advisor, based in Boston, MA, with 20 years of industry experience.
Location
100 Federal St, Boston, MA, 02110
Get directionsHistory
Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Franklin Distributors, LLC
July 2024 - Present · 1 yr 10 mos
Franklin Distributors, LLCBroker
July 2024 - Present · 1 yr 10 mos
Putnam Investment Management, LLC
February 2008 - Present · 18 yrs 3 mos
Previous Registrations
Putnam Investment Management, LLC
March 2007 - January 2008 · 10 mos
Putnam Retail Management Limited PartnershipBroker
January 2006 - July 2024 · 18 yrs 6 mos
State Registrations7 states
CACTFLMANJNYPA
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.