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.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Putney Financial Group | San Rafael, CA | Aug 2018 - Current | 5 |
| Portsmouth Financial Services Inc. | San Francisco, CA | Aug 2018 - Current | 5 |
| Self Employed - Philanthropic And Ministry Work | Forest Knolls, CA | Sep 2016 - Aug 2018 | 1 |
| Presidio Merchant Partners LLC | San Francisco, CA | Feb 2011 - Sep 2016 | 5 |
| Presidio Wealth Management | San Francisco, CA | Sep 2008 - Sep 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1995 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2002 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
-
Total Assets Under Management177MILLIONS
-
Total Number of Accounts1,068ACCOUNTS
-
Average Account Value$165,829
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
CA, FL, NM, NV, OR, TX, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.