Patriot Investment Management Group Inc.

Patriot Investment Management Group Inc. (CRD# 112155) is a financial advisory firm headquartered in Knoxville, TN. They manage $760,785,132 in 3,579 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    761
    MILLION
  • Total Number of Accounts
    3,579
    ACCOUNTS
  • Average Account Value
    $212,569
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

AL, CA, CO, FL, GA, KY, LA, MI, NC, NE, NH, NY, OH, SC, TN, TX, VA, WI

Financial Advisors at Patriot Investment Management Group Inc.
Showing 1 - 10 of 14 top financial advisors.
1
Bradley J. Bower
CRD#: 1951391
9721 Cogdill Rd, Ste 101, Knoxville, TN 37932
96
Wealthminder
score

Bradley Bower (CRD# 1951391) is an Investment Advisor Representative working at Patriot Investment Management Group Inc. in Knoxville, TN and has over 29 years of experience in the finance industry. Bradley Bower 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
Jeff J. Monson
CRD#: 5665188
9721 Cogdill Drive, Suite 101, Knoxville, TN 37932
96
Wealthminder
score

Jeff Monson (CRD# 5665188) is an Investment Advisor Representative working at Patriot Investment Management Group Inc. in Knoxville, TN and has over 8 years of experience in the finance industry. Jeff Monson 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
John R. Tate
CRD#: 6102577
9721 Cogdill Road, Suite 101, Knoxville, TN 37932
96
Wealthminder
score

John Tate (CRD# 6102577) is an Investment Advisor Representative working at Patriot Investment Management Group Inc. in Knoxville, TN and has over 5 years of experience in the finance industry. John Tate 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.

4
Adam K. Brock
CRD#: 5926633
9721 Cogdill Road, Suite 101, Knoxville, TN 37932
93
Wealthminder
score

Adam Brock (CRD# 5926633) is an Investment Advisor Representative working at Patriot Investment Management Group Inc. in Knoxville, TN and has over 7 years of experience in the finance industry.

5
James R. Shankles
CRD#: 5933086
9721 Cogdill Road, Suite 101, Knoxville, TN 37932
93
Wealthminder
score

James Shankles (CRD# 5933086) is an Investment Advisor Representative working at Patriot Investment Management Group Inc. in Knoxville, TN and has over 6 years of experience in the finance industry.

6
Nancy L. Welch
CRD#: 5762835
9721 Cogdill Road, Suite 101, Knoxville, TN 37932
93
Wealthminder
score

Nancy Welch (CRD# 5762835) is an Investment Advisor Representative working at Patriot Investment Management Group Inc. in Knoxville, TN and has over 8 years of experience in the finance industry.

7
John T. Wortham
CRD#: 5927099
9721 Cogdill Road, Suite 101, Knoxville, TN 37932
93
Wealthminder
score

John Wortham (CRD# 5927099) is an Investment Advisor Representative working at Patriot Investment Management Group Inc. in Knoxville, TN and has over 6 years of experience in the finance industry.

8
Brandon M. Alley
CRD#: 6287768
9721 Cogdill Road, Suite 101, Knoxville, TN 37932
90
Wealthminder
score

Brandon Alley (CRD# 6287768) is an Investment Advisor Representative working at Patriot Investment Management Group Inc. in Knoxville, TN and has over 5 years of experience in the finance industry.

9
Christopher S. Brown
CRD#: 5686016
9721 Cogdill Road, Suite 101, Knoxville, TN 37932
90
Wealthminder
score

Christopher Brown (CRD# 5686016) is an Investment Advisor Representative working at Patriot Investment Management Group Inc. in Knoxville, TN and has 1 year of experience in the finance industry. Christopher Brown 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.

10
Andrew B. Ellis
CRD#: 6566620
9721 Cogdill Road, Suite 101, Knoxville, TN 37932
90
Wealthminder
score

Andrew Ellis (CRD# 6566620) is an Investment Advisor Representative working at Patriot Investment Management Group Inc. in Knoxville, TN and has 1 year of experience in the finance industry. Andrew Ellis 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.

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