Adrienne Zingrich (CRD# 5364434) is an Investment Advisor Representative working at The Patten Group, Inc. in Chattanooga, TN and has over 6 years of experience in the finance industry. Adrienne Zingrich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1382
Sagepoint Financial, Inc.
CRD# 5426975
Cetera Advisors LLC
CRD# 1155854
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ashlee Patten Group, LLC | Chattanooga, TN | Dec 2014 - Current | 6 |
| The Patten Group, Inc. | Chattanooga, TN | Oct 2014 - Current | 6 |
| The Patten Group, Inc. | Chattanooga, TN | Aug 2014 - Oct 2014 | < 1 |
| Unemployed | Puerto Viejo De Talamanca, Limon,, | Mar 2011 - Jul 2014 | 3 |
| Patten And Patten, Inc. | Chattanooga, TN | Dec 2008 - Feb 2011 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2014 |
- TN
-
Total Assets Under Management406MILLIONS
-
Total Number of Accounts1,020ACCOUNTS
-
Average Account Value$397,590
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, GA, LA, MA, NC, NH, NY, PA, TN, TX, VA, WA
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