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 21 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 24 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 9 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 1 year of experience in the finance industry.

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