Andrew Taylor is a registered investment advisor, based in San Rafael, CA, with 11 years of industry experience.
Location
100 Smith Ranch Road, Suite 110, San Rafael, CA, 94903
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Andrew is a full-time employee of The Putney Financial Group, Registered Investment Advisers. He also works under Portsmouth Financial Services dba.
Employment History
Current Registrations
Arete Wealth Management, LLCBroker
December 2024 - Present · 1 yr 4 mos
The Putney Financial Group LLC
June 2019 - Present · 6 yrs 10 mos
Previous Registrations
Portsmouth Financial Services
April 2019 - June 2019 · 2 mos
Portsmouth Financial ServicesBroker
June 2014 - December 2024 · 10 yrs 6 mos
State Registrations14 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.