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Keyana Johns Russ

Keyana J. Russ

F L PUTNAM INVESTMENT MANAGEMENT CO.
NORTH CHARLESTON, SC 29406
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CRD#: 7462925
Keyana Johns Russ

Professional summary


Keyana Johns Russ, CFP®, who also goes by Keyana Cordano, Keyana Johns, Keyana Russ, is a registered financial advisor currently at F L PUTNAM INVESTMENT MANAGEMENT CO. located in North Charleston, South Carolina.

Keyana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Keyana has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Keyana Cordano | Keyana Johns | Keyana Russ

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Keyana Johns Russ's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Start date: 2023

Experience


Current

July 18, 2024 - Present

F L PUTNAM INVESTMENT MANAGEMENT CO.

Office #1: 8887 Old University Blvd Suite 200-1, North Charleston, SC 29406
RIA
CRD#: 106223
NORTH CHARLESTON, SC
Past

November 3, 2021 - November 22, 2024

FOUR PONDS FINANCIAL PLANNING

RIA
CRD#: 142683
North Charleston, SC

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FL
F L PUTNAM INVESTMENT MANAGEMENT CO.
F L PUTNAM INVESTMENT MANAGEMENT CO. | PUTNAM F L INVESTMENT MANAGEMENT CO | FLP ATRATO CONSULTING

CRD#: 106223 / SEC#: 801-21951

RIA
Registered Investment Advisory firm - (7/30/1984 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
South Carolina
(7/18/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/11/2021
Uniform Investment Adviser Law Examination

Current Firm


FL
F L PUTNAM INVESTMENT MANAGEMENT CO.
F L PUTNAM INVESTMENT MANAGEMENT CO. | PUTNAM F L INVESTMENT MANAGEMENT CO | FLP ATRATO CONSULTING

CRD#: 106223 / SEC#: 801-21951

RIA
Registered Investment Advisory firm - (7/30/1984 Approved)
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Contact information


Main Address
6 Kimball Lane, Lynnfield, MA 01940
Mailing Address
Phone number
(800) 344-3435
Established
Firm type
Fiscal year end
# of Employees
134

SEC notice filing (36 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FLP FORM ADV PART 2A (10/29/2025)

Regulatory assets under management


Total Number of Accounts6,380
AUM (Assets Under Management)$ 7,695,902,054

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
09/08/2025
Cover Page
08/21/2025
10/28/2024
12/21/2023

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


F L PUTNAM INVESTMENT MANAGEMENT CO.

CRD#: 106223North Charleston, SC 29406

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