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).

By the Numbers
  • Total Assets Under Management
    166
    MILLION
  • Total Number of Accounts
    1,048
    ACCOUNTS
  • Average Account Value
    $158,535
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, NV, OR, TX, WA

Financial Advisors at The Putney Financial Group LLC
Showing 1 - 4 of 4 top financial advisors.
1
Terry L. Allen
CRD#: 1477937
100 Smith Ranch Road, Suite 110, San Rafael, CA 94903

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.

2
Kelly S. Lawson
CRD#: 1222498
100 Smith Ranch Road, Suite 110, San Rafael, CA 94903

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.

3
Andrew J. Taylor
CRD#: 6338247
100 Smith Ranch Road, Suite 110, San Rafael, CA 94903

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.

4
Gregory T. Gener
CRD#: 7824631
100 Smith Ranch Road, Suite 110, San Rafael, CA 94903

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.

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