AdvisorOS Directory
Claim Profile
ZP

Zeboim Cartter Patten

THE PATTEN GROUP, INC.·CHATTANOOGA, Tennessee
Unclaimed Profile
832 GEORGIA AVENUE, CHATTANOOGA, TN 37402CRD# 4347041Firm CRD# 168255
01

About

Zeboim Cartter Patten 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
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# 4347041
Firm CRD# 168255
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CHATTANOOGA?

Browse all registered financial advisors in CHATTANOOGA, Tennessee or claim this profile if it's yours.

Browse CHATTANOOGA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Zeboim Cartter Patten offer?
Zeboim Cartter Patten specializes in Financial Planning, Investment Management. Contact their office in CHATTANOOGA, Tennessee for a consultation.
What are Zeboim Cartter Patten's credentials?
Zeboim Cartter Patten is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Zeboim Cartter Patten located?
Zeboim Cartter Patten 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 Zeboim Cartter Patten charge for services?
Zeboim Cartter Patten'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CHATTANOOGA
John Steen Watson — CHESTNUT FUNDS, LLCMarc Robert Butler — PRONVEST, INC.Tague Robert Goodhue — PANTHEON INVESTMENT LLCTodd Edward Phillips — WEALTH PRESERVATION ADVISORS, LLCWilliam Thorpe Mckenzie — POINTER MANAGEMENT, LLC
Nearby cities in Tennessee
NASHVILLE (391)MEMPHIS (374)KNOXVILLE (157)BRENTWOOD (154)FRANKLIN (76)
City Guides
NASHVILLE GuideMEMPHIS GuideKNOXVILLE GuideBRENTWOOD GuideFRANKLIN Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile