Stephen Wilkins (CRD# 7372640) is an Investment Advisor Representative working at Patton Albertson Miller Group, LLC in Chattanooga, TN and has over 2 years of experience in the finance industry.
CRD# 4760390
Raymond James Financial Services Advisors, Inc.
CRD# 1382
Osaic Wealth, Inc.
CRD# 5426975
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Patton Albertson Miller Group LLC | Chattanooga, TN | Jan 2023 - Current | 1 |
| Fidelity Investments | Greenwood Village, CO | Apr 2021 - Jan 2023 | 1 |
| Apple, Inc. | Denver, CO | Jul 2019 - Apr 2021 | 1 |
| Curated.com | San Francisco, CA | Jul 2019 - Apr 2021 | 1 |
| Vail Resorts | Broomfield, CO | Dec 2018 - Apr 2021 | 2 |
| Josef Korbel School Of International Studies, University Denver | Denver, CO | Apr 2018 - May 2019 | 1 |
| Aloyse Brown For Hamilton County Mayor | Chattanooga, TN | Apr 2018 - Aug 2018 | < 1 |
| University Of Tennessee In Chattanooga | Chattanooga, TN | Aug 2015 - May 2018 | 2 |
| Northern Tier High Adventure | Ely, MN | May 2015 - Jul 2016 | 1 |
| Chattanooga State Community College | Chattanooga, TN | Aug 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2021 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2022 |
- GA
- TN
-
Total Assets Under Management1,331MILLIONS
-
Total Number of Accounts1,545ACCOUNTS
-
Average Account Value$861,361
- 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
- Other
AL, CA, FL, GA, IL, LA, MA, NC, NY, SC, TN, TX, VA
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