Unclaimed Profile

John Marc Albertson

PATTON ALBERTSON MILLER GROUP, LLC·CHATTANOOGA, Tennessee

Series 7, Series 66Clean record24 years registeredPATTON ALBERTSON MILLER GROUP, LLC

605 CHESTNUT STREET, CHATTANOOGA, TN 37450CRD# 4286283Firm CRD# 281558

Profile Verification

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

Identity

John Marc Albertson · CHATTANOOGA, TN

Registration

CRD #4286283 · PATTON ALBERTSON MILLER GROUP, LLC · 24 years registered

Brand Profile

Not yet started

Career History

PATTON ALBERTSON MILLER GROUP, LLC

Jan 2016 – present

PATTON ALBERTSON MILLER GROUP, LLC

Dec 2015 – Dec 2017

Macon, GA

PATTON ALBERTSON & MILLER LLC

Aug 2010 – Nov 2015

MACON, GA

SUNTRUST SECURITIES, INC.

Jul 2002 – Apr 2003

MACON, GA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · July 9, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PATTON ALBERTSON MILLER GROUP, LLC

CRD 281558 · SEC 801-106877

AUM

$1.3B

Regulatory assets under management

Employees

1,545 client accounts

Services offered by PATTON ALBERTSON MILLER GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PATTON ALBERTSON MILLER GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does John Marc Albertson offer?

John Marc Albertson specializes in Financial Planning, Investment Management. Contact their office in CHATTANOOGA, Tennessee for a consultation.

What are John Marc Albertson's credentials?

John Marc Albertson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Marc Albertson located?

John Marc Albertson is based in CHATTANOOGA, Tennessee, working with PATTON ALBERTSON MILLER GROUP, LLC. Their office serves clients in the CHATTANOOGA metropolitan area and surrounding communities.

How does John Marc Albertson charge for services?

John Marc Albertson'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 PATTON ALBERTSON MILLER GROUP, LLC?

PATTON ALBERTSON MILLER GROUP, LLC has approximately 24 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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