Ashlee Patten Group, LLC

Ashlee Patten Group, LLC (CRD# 167675) is a financial advisory firm headquartered in Chattanooga, TN. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TN

Financial Advisors at Ashlee Patten Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Ashlee B. Patten
CRD#: 6208041
832 Georgia Avenue, Suite 360, Chattanooga, TN 37402
90
Wealthminder
score

Ashlee Patten (CRD# 6208041) is an Investment Advisor Representative working at Ashlee Patten Group, LLC in Chattanooga, TN and has 1 year of experience in the finance industry.

2
Avery C. Patten
CRD#: 6406546
832 Georgia Avenue, Suite 360, Chattanooga, TN 37402
88
Wealthminder
score

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.

3
Adrienne L. Zingrich
CRD#: 5364434
832 Georgia Avenue, Suite 360, Chattanooga, TN 37402
88
Wealthminder
score

Adrienne Zingrich (CRD# 5364434) is an Investment Advisor Representative working at Ashlee Patten Group, LLC in Chattanooga, TN and has over 2 years of experience in the finance industry.

4
Jennifer L. Litton
CRD#: 6465549
832 Georgia Avenue, Suite 360, Chattanooga, TN 37402
87
Wealthminder
score

Jennifer Litton (CRD# 6465549) is an Investment Advisor Representative working at Ashlee Patten Group, LLC in Chattanooga, TN and has over 2 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.