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 - 6 of 6 top financial advisors.
1
David C. Dubose
CRD#: 2589037
832 Georgia Avenue, Suite 360, Chattanooga, TN 37402
96
Wealthminder
score

David Dubose (CRD# 2589037) is an Investment Advisor Representative working at Ashlee Patten Group, LLC in Chattanooga, TN and has over 23 years of experience in the finance industry. David Dubose 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.

2
Adrienne L. Zingrich
CRD#: 5364434
832 Georgia Avenue, Suite 360, Chattanooga, TN 37402
93
Wealthminder
score

Adrienne Zingrich (CRD# 5364434) 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. 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.

3
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.

4
Avery C. Patten
CRD#: 6406546
832 Georgia Avenue, Suite 360, Chattanooga, TN 37402
90
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.

5
Jennifer L. Litton
CRD#: 6465549
832 Georgia Avenue, Suite 360, Chattanooga, TN 37402
89
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.

6
Jeffery T. Farrow
CRD#: 6566912
832 Georgia Avenue, Suite 360, Chattanooga, TN 37402
87
Wealthminder
score

Jeffery Farrow (CRD# 6566912) is an Investment Advisor Representative working at Ashlee Patten Group, LLC in Chattanooga, TN and has 1 year of experience in the finance industry.

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