Patriot Investment Management Group Inc.

Patriot Investment Management Group Inc. (CRD# 112155) is a financial advisory firm headquartered in Knoxville, TN. They manage $1,078,001,643 in 4,160 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,078
    MILLION
  • Total Number of Accounts
    4,160
    ACCOUNTS
  • Average Account Value
    $259,135
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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 18 top financial advisors.
1
Brandon M. Alley
CRD#: 6287768
9721 Cogdill Road, Suite 101, Knoxville, TN 37932

Brandon Alley (CRD# 6287768) 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.

2
Stephen A. Beale
CRD#: 6081240
9721 Cogdill Road, Suite 101, Knoxville, TN 37932

Stephen Beale (CRD# 6081240) is an Investment Advisor Representative working at Patriot Investment Management Group Inc. in Knoxville, TN and has over 3 years of experience in the finance industry. Stephen Beale 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
Laura L. Bolton
CRD#: 4783395
9721 Cogdill Road, Ste 101, Knoxville, TN 37932

Laura Bolton (CRD# 4783395) 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.

4
Bradley J. Bower
CRD#: 1951391
9721 Cogdill Rd, Ste 101, Knoxville, TN 37932

Bradley Bower (CRD# 1951391) is an Investment Advisor Representative working at Patriot Investment Management Group Inc. in Knoxville, TN and has over 31 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.

5
Adam K. Brock
CRD#: 5926633
9721 Cogdill Road, Suite 101, Knoxville, TN 37932

Adam Brock (CRD# 5926633) is an Investment Advisor Representative working at Patriot Investment Management Group Inc. in Knoxville, TN and has over 9 years of experience in the finance industry. Adam Brock 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.

6
Christopher S. Brown
CRD#: 5686016
9721 Cogdill Road, Suite 101, Knoxville, TN 37932

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.

7
Roland E. Courtney
CRD#: 2149639
9721 Cogdill Road, Suite 101, Knoxville, TN 37932

Roland Courtney (CRD# 2149639) is an Investment Advisor Representative working at Patriot Investment Management Group Inc. in Knoxville, TN and has over 17 years of experience in the finance industry.

8
Andrew B. Ellis
CRD#: 6566620
9721 Cogdill Road, Suite 101, Knoxville, TN 37932

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.

9
Charles R. Harr
CRD#: 4785688
9721 Cogdill Road, Ste. 101, Knoxville, TN 37932

Charles Harr (CRD# 4785688) 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. Charles Harr 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
Jeff J. Monson
CRD#: 5665188
9721 Cogdill Drive, Suite 101, Knoxville, TN 37932

Jeff Monson (CRD# 5665188) is an Investment Advisor Representative working at Patriot Investment Management Group Inc. in Knoxville, TN and has over 11 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.

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