The Putney Financial Group LLC
The Putney Financial Group LLC (CRD# 111639) is a financial advisory firm headquartered in San Rafael, CA. They manage $166,144,220 in 1,048 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management166MILLION
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Total Number of Accounts1,048ACCOUNTS
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Average Account Value$158,535
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, NV, OR, TX, WA
Terry Allen (CRD# 1477937) is an Investment Advisor Representative working at The Putney Financial Group LLC in San Rafael, CA and has over 19 years of experience in the finance industry.
Kelly Lawson (CRD# 1222498) is an Investment Advisor Representative working at The Putney Financial Group LLC in San Rafael, CA and has over 28 years of experience in the finance industry.
Andrew Taylor (CRD# 6338247) is an Investment Advisor Representative working at The Putney Financial Group LLC in San Rafael, CA and has over 9 years of experience in the finance industry.
Gregory Gener (CRD# 7824631) is an Investment Advisor Representative working at The Putney Financial Group LLC in San Rafael, CA and has 1 year of experience in the finance industry.