Patriot Investment Management Group Inc.
Patriot Investment Management Group Inc. (CRD# 112155) is a financial advisory firm headquartered in Knoxville, TN. They manage $1,610,714,866 in 4,819 accounts and serve the financial needs of clients across 21 states (or territories).
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Total Assets Under Management1,611MILLION
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Total Number of Accounts4,819ACCOUNTS
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Average Account Value$334,243
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
AL, CA, CO, FL, GA, KY, LA, MD, MI, MN, NC, NE, NH, NJ, NY, OH, SC, TN, TX, VA, WI
Brandon Alley (CRD# 6287768) 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.
Stephen Beale (CRD# 6081240) 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. 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.
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.
Bradley Bower (CRD# 1951391) is an Investment Advisor Representative working at Patriot Investment Management Group Inc. in Knoxville, TN and has over 33 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.
Adam Brock (CRD# 5926633) 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. 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.
Michael Brown (CRD# 866495) is an Investment Advisor Representative working at Patriot Investment Management Group Inc. in Knoxville, TN and has over 38 years of experience in the finance industry.
Roland Courtney (CRD# 2149639) is an Investment Advisor Representative working at Patriot Investment Management Group Inc. in Knoxville, TN and has over 19 years of experience in the finance industry.
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.
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.
Jeff Monson (CRD# 5665188) is an Investment Advisor Representative working at Patriot Investment Management Group Inc. in Knoxville, TN and has over 13 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.