Patten And Patten, Inc.

Patten And Patten, Inc. (CRD# 105414) is a financial advisory firm headquartered in Chattanooga, TN. They manage $1,207,305,475 in 1,677 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,207
    MILLION
  • Total Number of Accounts
    1,677
    ACCOUNTS
  • Average Account Value
    $719,920
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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.

AL, AR, CA, CO, FL, GA, IN, KS, LA, MO, MS, NC, NY, SC, TN, TX, VA, WA, WI

Financial Advisors at Patten And Patten, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Frank M. Robbins
CRD#: 2623571
520 Lookout Street, Chattanooga, TN 37419
96
Wealthminder
score

Frank Robbins (CRD# 2623571) is an Investment Advisor Representative working at Patten And Patten, Inc. in Chattanooga, TN and has over 22 years of experience in the finance industry.

2
Raymond V. Ryan
CRD#: 2186050
520 Lookout Street, Chattanooga, TN 37403
96
Wealthminder
score

Raymond Ryan (CRD# 2186050) is an Investment Advisor Representative working at Patten And Patten, Inc. in Chattanooga, TN and has over 25 years of experience in the finance industry.

3
James C. Crumbliss
CRD#: 4782046
520 Lookout Street, Chattanooga, TN 37403
93
Wealthminder
score

James Crumbliss (CRD# 4782046) is an Investment Advisor Representative working at Patten And Patten, Inc. in Chattanooga, TN and has over 10 years of experience in the finance industry.

4
Worcester A. Patten
CRD#: 4347066
520 Lookout Street, Chattanooga, TN 37403
90
Wealthminder
score

Worcester Patten (CRD# 4347066) is an Investment Advisor Representative working at Patten And Patten, Inc. in Chattanooga, TN and has 1 year of experience in the finance industry.

5
Zeboim C. Patten
CRD#: 4347041
520 Lookout Street, Chattanooga, TN 37403
90
Wealthminder
score

Zeboim Patten (CRD# 4347041) is an Investment Advisor Representative working at Patten And Patten, Inc. in Chattanooga, TN and has 1 year of experience in the finance industry.

6
Ashley J. Heck
CRD#: 6408117
520 Lookout Street, Chattanooga, TN 37403
88
Wealthminder
score

Ashley Heck (CRD# 6408117) is an Investment Advisor Representative working at Patten And Patten, Inc. in Chattanooga, TN and has over 2 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.