The Patten Group, Inc.

The Patten Group, Inc. (CRD# 168255) is a financial advisory firm headquartered in Chattanooga, TN. They manage $405,541,583 in 1,020 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    406
    MILLION
  • Total Number of Accounts
    1,020
    ACCOUNTS
  • Average Account Value
    $397,590
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

CA, FL, GA, LA, MA, NC, NH, NY, PA, TN, TX, VA, WA

Financial Advisors at The Patten Group, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Jeffery T. Farrow
CRD#: 6566912
832 Georgia Avenue, Suite 360, Chattanooga, TN 37402

Jeffery Farrow (CRD# 6566912) is an Investment Advisor Representative working at The Patten Group, Inc. in Chattanooga, TN and has over 3 years of experience in the finance industry.

2
James R. Hill
CRD#: 6920616
832 Georgia Avenue, Suite 360, Chattanooga, TN 37402

James Hill (CRD# 6920616) is an Investment Advisor Representative working at The Patten Group, Inc. in Chattanooga, TN and has 1 year of experience in the finance industry.

3
Jennifer L. Litton
CRD#: 6465549
832 Georgia Avenue, Suite 360, Chattanooga, TN 37402

Jennifer Litton (CRD# 6465549) is an Investment Advisor Representative working at The Patten Group, Inc. in Chattanooga, TN and has over 5 years of experience in the finance industry.

4
Ashlee B. Patten
CRD#: 6208041
832 Georgia Avenue, Suite 360, Chattanooga, TN 37402

Ashlee Patten (CRD# 6208041) is an Investment Advisor Representative working at The Patten Group, Inc. in Chattanooga, TN and has 1 year of experience in the finance industry.

5
Zeboim C. Patten
CRD#: 4347041
832 Georgia Avenue, Suite 360, Chattanooga, TN 37402

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

6
Adrienne L. Zingrich
CRD#: 5364434
832 Georgia Avenue, Suite 360, Chattanooga, TN 37402

Adrienne Zingrich (CRD# 5364434) is an Investment Advisor Representative working at The Patten Group, Inc. in Chattanooga, TN and has over 5 years of experience in the finance industry. Adrienne Zingrich 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.

7
Chandler A. Thurmon
CRD#: 7208319
832 Georgia Avenue, Suite 360, Chattanooga, TN 37402

Chandler Thurmon (CRD# 7208319) is an Investment Advisor Representative working at The Patten Group, Inc. in Chattanooga, TN and has 1 year of experience in the finance industry.

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