The Putney Financial Group LLC

Terry Allen is a financial advisor with The Putney Financial Group LLC, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has worked with Arete Wealth Management since 2024 and has been with The Putney Financial Group and Portsmouth Financial Services since 2013. Outside of advisory work, Allen is the director and owner of Completax Planning Inc., a tax, accounting, and estate planning firm. The Putney Financial Group LLC manages approximately $187 million for about 225 clients, primarily individuals and high-net-worth individuals. The firm offers discretionary and non-discretionary portfolio management along with comprehensive financial planning and retirement advice, utilizing a combination of fundamental, quantitative, qualitative, and cyclical analysis in its investment approach.

Raymond Lent is a financial advisor at The Putney Financial Group LLC with 50 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Portsmouth Financial Services, Guardian Life Insurance Company of America, and Arete Wealth Management. Outside of financial advising, he owns a rare coin and lithographic resale business in San Rafael, California. The Putney Financial Group is an SEC-registered advisory team managing approximately $187 million for about 225 clients, primarily individuals and high-net-worth individuals. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement/IRA rollover advice, employing a combination of fundamental, quantitative, qualitative, and cyclical analysis in its investment approach.

Andrew Taylor is a financial advisor with The Putney Financial Group LLC, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at Portsmouth Financial since 2013 and joined The Putney Financial Group in 2019. Taylor is based in San Rafael, CA, and is a full-time employee at The Putney Financial Group. The Putney Financial Group LLC is an SEC-registered advisory team managing approximately $187 million for around 225 clients, primarily individuals and high-net-worth individuals. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement/IRA rollover advice, utilizing a blend of fundamental, quantitative, qualitative, and cyclical analysis with various investment strategies.

Kelly Lawson is a financial advisor at The Putney Financial Group LLC with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Arete Wealth Management, Portsmouth Financial Services Inc., and Presidio Wealth Management. Lawson has also been involved in philanthropic and ministry work and serves as Treasurer of the San Geronimo Community Church, a nonprofit organization. The Putney Financial Group LLC is an SEC-registered advisory team managing approximately $187 million for about 225 clients, primarily individuals and high-net-worth individuals. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement advice, using a combination of fundamental, quantitative, qualitative, and cyclical analysis alongside various investment strategies.

Stephen Stanford is an investment advisor representative with The Putney Financial Group LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Portsmouth Financial Services Inc and Arete Wealth Management. He has a 50% ownership interest in Stanford Investments LLC, an entity used to process earnings from his securities business but that does not produce any business. The Putney Financial Group LLC is an SEC-registered advisory team managing approximately $187 million primarily for individuals and high-net-worth clients. The firm employs a comprehensive investment process that integrates fundamental, quantitative, qualitative, and cyclical analysis with various asset-allocation and option strategies, providing discretionary and non-discretionary portfolio management alongside financial planning and retirement advice.

Echo Chien is a financial advisor with The Putney Financial Group LLC in San Rafael, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her prior roles include positions at Portsmouth Financial and Portsmouth Smartlife Financial Group. She also serves as Chief Compliance Officer for The Putney Financial Group. The Putney Financial Group LLC manages approximately $187 million for around 225 clients, primarily individuals and high-net-worth individuals. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement/IRA rollover advice, using a combination of fundamental, quantitative, qualitative, and cyclical analysis alongside various investment strategies.