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Raymond Lawrence Lent

THE PUTNEY FINANCIAL GROUP LLC·SAN RAFAEL, California
THE PUTNEY FINANCIAL GROUP LLC
100 SMITH RANCH ROAD, SAN RAFAEL, CA 94903CRD# 817645Firm CRD# 111639

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Raymond Lawrence Lent · SAN RAFAEL, CA
Registration
CRD #817645 · THE PUTNEY FINANCIAL GROUP LLC
Brand Profile
Not yet started
Disclosure history
4 disclosures on file · See FINRA BrokerCheck for full record
01

About

Raymond Lawrence Lent is a registered financial advisor based in SAN RAFAEL, California, affiliated with THE PUTNEY FINANCIAL GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
THE PUTNEY FINANCIAL GROUP LLC
THE PUTNEY FINANCIAL GROUP LLC
AUM
$177M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at THE PUTNEY FINANCIAL GROUP LLC →
Services
Financial planning
Portfolio management (individuals)
Market timing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 817645
Firm CRD# 111639
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Raymond Lawrence Lent offer?
Raymond Lawrence Lent specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SAN RAFAEL, California for a consultation.
What are Raymond Lawrence Lent's credentials?
Raymond Lawrence Lent is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Raymond Lawrence Lent located?
Raymond Lawrence Lent is based in SAN RAFAEL, California, working with THE PUTNEY FINANCIAL GROUP LLC. Their office serves clients in the SAN RAFAEL metropolitan area and surrounding communities.
How does Raymond Lawrence Lent charge for services?
Raymond Lawrence Lent's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE PUTNEY FINANCIAL GROUP LLC?
THE PUTNEY FINANCIAL GROUP LLC has approximately 7 employees and manages $177M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE PUTNEY FINANCIAL GROUP LLC

Echo Chiaping Chien
SAN RAFAEL, CA

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Research
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