Patriot Investment Management Group Inc.

Patriot Investment Management Group Inc. (CRD# 112155) is a financial advisory firm headquartered in Knoxville, TN. They manage $1,529,312,668 in 4,270 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,529
    MILLION
  • Total Number of Accounts
    4,270
    ACCOUNTS
  • Average Account Value
    $358,153
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
The map below shows states where this firm has explicit registration only.

AL, CA, CO, FL, GA, KY, LA, MD, MI, MN, NC, NE, NH, NJ, 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 10 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 6 years of experience in the finance industry.

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 34 years of experience in the finance industry.

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 12 years of experience in the finance industry.

6
Michael W. Brown
CRD#: 866495
9721 Cogdill Road, Suite 101, Knoxville, TN 37932

Michael Brown (CRD# 866495) is an Investment Advisor Representative working at Patriot Investment Management Group Inc. in Knoxville, TN and has over 39 years of experience in the finance industry.

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 20 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.

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.

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 14 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.