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).

Current Firm Details
520 Lookout Street, Chattanooga, TN 37403
http://www.patteninc.com
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 Robbins, financial advisor Chattanooga TN
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 Ryan, financial advisor Chattanooga TN
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 Crumbliss, financial advisor Chattanooga TN
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 9 years of experience in the finance industry.

4
Worcester Patten, financial advisor Chattanooga TN
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 Patten, financial advisor Chattanooga TN
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 Heck, financial advisor Chattanooga TN
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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