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.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Putney Financial Group | San Rafael, CA | Jun 2019 - Current | 4 |
| Portsmouth Financial | San Francisco, CA | Oct 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2014 |
- 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
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