Avery PattenCRD Number: 6406546
Current Firm: Ashlee Patten Group, LLC
Avery Patten (CRD# 6406546) is an Investment Advisor Representative working at Ashlee Patten Group, LLC in Chattanooga, TN and has over 3 years of experience in the finance industry.
Brooks, Moore & Associates, Inc.
|Ashlee Patten Group, LLC||Chattanooga, TN||Sep 2015 - Current||2|
|The Patten Group, Inc.||Chattanooga, TN||Jun 2014 - Current||3|
|Unemployed/student||Hobart, Tasmania,||Nov 2013 - Jun 2014||< 1|
|Sustainable Living Tasmania||Hobart, Tasmania,||Jul 2013 - Oct 2013||< 1|
|Unemployed||Rosetta, Tasmania,||Mar 2013 - Jun 2013||< 1|
|Henderson Hutcherson & Mccullough, Pllc||Chattanooga, TN||Nov 2012 - Feb 2013||< 1|
|Hadley's Mercure Hotel||Hobart, Tasmania,||Jul 2012 - Nov 2012||< 1|
|Unemployed||Rosetta, Tasmania,||Feb 2012 - Jun 2012||< 1|
|Saffire Freycinet||Coles Bay, Tasmania,||Sep 2011 - Jan 2012||< 1|
|Hyatt Regency Sanctuary Cove||Sanctuary Cove, Queensland,||Oct 2010 - Oct 2011||1|
|Avery Patten Floral & Design Studio, LLC||Chattanooga, TN||Aug 2007 - Oct 2010||3|
|Floriade||Sydney, New South Wales,||Feb 2007 - Jul 2007||< 1|
|Institute Of International Research||Sydney, New South Wales,||Jul 2006 - Nov 2006||< 1|
|United States Consulate General||Sydney, New South Wales,||Aug 2005 - Aug 2006||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2014|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.