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William Joseph Bankston

THE PATTEN GROUP, INC.·CHATTANOOGA, Tennessee
Clean recordTHE PATTEN GROUP, INC.
832 GEORGIA AVENUE, CHATTANOOGA, TN 37402CRD# 6224119Firm CRD# 168255

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Joseph Bankston · CHATTANOOGA, TN
Registration
CRD #6224119 · THE PATTEN GROUP, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Joseph Bankston is a registered financial advisor based in CHATTANOOGA, Tennessee, affiliated with THE PATTEN GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
THE PATTEN GROUP, INC.
THE PATTEN GROUP, INC.
AUM
$531M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at THE PATTEN GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6224119
Firm CRD# 168255
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Joseph Bankston offer?
William Joseph Bankston specializes in Financial Planning, Investment Management. Contact their office in CHATTANOOGA, Tennessee for a consultation.
What are William Joseph Bankston's credentials?
William Joseph Bankston is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Joseph Bankston located?
William Joseph Bankston 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 William Joseph Bankston charge for services?
William Joseph Bankston'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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Other Advisors at THE PATTEN GROUP, INC.

Ashlee Bryan Patten
CHATTANOOGA, TN
Zeboim Cartter Patten
CHATTANOOGA, TN
Adrienne Lana Zingrich
CHATTANOOGA, TN

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Research
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