Unclaimed Profile

Adrienne Lana Zingrich

THE PATTEN GROUP, INC.·CHATTANOOGA, Tennessee

Series 65Clean record11 years registeredTHE PATTEN GROUP, INC.

832 GEORGIA AVENUE, CHATTANOOGA, TN 37402CRD# 5364434Firm CRD# 168255

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adrienne Lana Zingrich · CHATTANOOGA, TN

Registration

CRD #5364434 · THE PATTEN GROUP, INC. · 11 years registered

Brand Profile

Not yet started

Career History

THE PATTEN GROUP, INC.

Dec 2014 – present

ASHLEE PATTEN GROUP, LLC

Aug 2015 – Mar 2020

CHATTANOOGA, TN

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · December 22, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE PATTEN GROUP, INC.

CRD 168255 · SEC 801-78354

AUM

$531M

Regulatory assets under management

Employees

1,267 client accounts

Services offered by THE PATTEN GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE PATTEN GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Adrienne Lana Zingrich offer?

Adrienne Lana Zingrich specializes in Financial Planning, Investment Management. Contact their office in CHATTANOOGA, Tennessee for a consultation.

What are Adrienne Lana Zingrich's credentials?

Adrienne Lana Zingrich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adrienne Lana Zingrich located?

Adrienne Lana Zingrich is based in CHATTANOOGA, Tennessee, working with THE PATTEN GROUP, INC.. Their office serves clients in the CHATTANOOGA metropolitan area and surrounding communities.

How does Adrienne Lana Zingrich charge for services?

Adrienne Lana Zingrich's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE PATTEN GROUP, INC.?

THE PATTEN GROUP, INC. has approximately 10 employees and manages $531M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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