Unclaimed Profile

Mark Christopher Fleck

PATTEN AND PATTEN, INC.·CHATTANOOGA, Tennessee

Clean record22 years registeredPATTEN AND PATTEN, INC.

555 WALNUT STREET, CHATTANOOGA, TN 37402CRD# 4772758Firm CRD# 105414

Profile Verification

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

Identity

Mark Christopher Fleck · CHATTANOOGA, TN

Registration

CRD #4772758 · PATTEN AND PATTEN, INC. · 22 years registered

Brand Profile

Not yet started

Career History

PATTEN AND PATTEN, INC.

Aug 2018 – present

HIGHLAND CAPITAL MANAGEMENT CORP

Mar 2004 – Jan 2008

MEMPHIS, TN

Registrations & Exams

Registration record

First registered · March 22, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PATTEN AND PATTEN, INC.

CRD 105414 · SEC 801-11499

AUM

$1.9B

Regulatory assets under management

Employees

2,086 client accounts

Services offered by PATTEN AND PATTEN, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PATTEN AND PATTEN, INC. →

Introduction

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Frequently Asked Questions

What services does Mark Christopher Fleck offer?

Mark Christopher Fleck specializes in Investment Management, Wealth Management. Contact their office in CHATTANOOGA, Tennessee for a consultation.

What are Mark Christopher Fleck's credentials?

Mark Christopher Fleck is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Christopher Fleck located?

Mark Christopher Fleck is based in CHATTANOOGA, Tennessee, working with PATTEN AND PATTEN, INC.. Their office serves clients in the CHATTANOOGA metropolitan area and surrounding communities.

How does Mark Christopher Fleck charge for services?

Mark Christopher Fleck's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PATTEN AND PATTEN, INC.?

PATTEN AND PATTEN, INC. has approximately 11 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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