AdvisorOS Directory
Claim Profile
Unclaimed Profile
MP

Miles Graham Putnam

PROVIDENT INVESTMENT MANAGEMENT, INC.·NOVI, Michigan
Series 65Clean record15 years registeredPROVIDENT INVESTMENT MANAGEMENT, INC.
39555 ORCHARD HILL PLACE, NOVI, MI 48375CRD# 5895626Firm CRD# 106976

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Miles Graham Putnam · NOVI, MI
Registration
CRD #5895626 · PROVIDENT INVESTMENT MANAGEMENT, INC. · 15 years registered
Brand Profile
Not yet started
01

Career History

PROVIDENT INVESTMENT MANAGEMENT, INC.
Mar 2011 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 3, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PROVIDENT INVESTMENT MANAGEMENT, INC.
CRD 106976 · SEC 801-16412
AUM
$1.1B
Regulatory assets under management
Employees
9
359 client accounts
Services offered by PROVIDENT INVESTMENT MANAGEMENT, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at PROVIDENT INVESTMENT MANAGEMENT, INC. →
Introduction

Speak with Miles

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Miles is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in NOVI?

Browse all registered financial advisors in NOVI, Michigan or claim this profile if it's yours.

Browse NOVI AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Miles Graham Putnam offer?
Miles Graham Putnam specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NOVI, Michigan for a consultation.
What are Miles Graham Putnam's credentials?
Miles Graham Putnam is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Miles Graham Putnam located?
Miles Graham Putnam is based in NOVI, Michigan, working with PROVIDENT INVESTMENT MANAGEMENT, INC.. Their office serves clients in the NOVI metropolitan area and surrounding communities.
How does Miles Graham Putnam charge for services?
Miles Graham Putnam's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PROVIDENT INVESTMENT MANAGEMENT, INC.?
PROVIDENT INVESTMENT MANAGEMENT, INC. has approximately 9 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at PROVIDENT INVESTMENT MANAGEMENT, INC.

Scott Davin Horsburgh
NOVI, MI
James Matthew Skubik
NOVI, MI
Daniel J Boyle
NOVI, MI

More Advisors in NOVI, Michigan

Charles Louis Nemes
THE NEMES RUSH GROUP, LLC·NOVI, MI
CFP
Douglas Scott Smith
PATHWORKS FINANCIAL, INC.·NOVI, MI
Bryan Scott Smith
PATHWORKS FINANCIAL, INC.·NOVI, MI
Richard William Paul
RICHARD W. PAUL & ASSOCIATES, LLC·NOVI, MI
CFP
Andy John Armstrong
DAHRING | CUSMANO LLC·NOVI, MI
Brian Louis Nemes
THE NEMES RUSH GROUP, LLC·NOVI, MI
CFP

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Michigan
GRAND RAPIDS (112)BLOOMFIELD HILLS (94)SOUTHFIELD (89)TROY (70)ANN ARBOR (56)BIRMINGHAM (35)TRAVERSE CITY (32)HOLLAND (30)PORTAGE (30)LIVONIA (28)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideTROY GuideANN ARBOR Guide
Research
Advisor Fees in MichiganNational Fee Analysis
Request removal of this profile