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).
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Total Assets Under Management406MILLION
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Total Number of Accounts1,020ACCOUNTS
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Average Account Value$397,590
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, GA, LA, MA, NC, NH, NY, PA, TN, TX, VA, WA
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.
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.
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.
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.
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.
Adrienne Zingrich (CRD# 5364434) is an Investment Advisor Representative working at The Patten Group, Inc. in Chattanooga, TN and has over 6 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.
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.