Unclaimed Profile

Zeboim Cartter Patten

THE PATTEN GROUP, INC.·CHATTANOOGA, Tennessee

Clean recordTHE PATTEN GROUP, INC.

832 GEORGIA AVENUE, CHATTANOOGA, TN 37402CRD# 4347041Firm CRD# 168255

Profile Verification

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

Identity

Zeboim Cartter Patten · CHATTANOOGA, TN

Registration

CRD #4347041 · THE PATTEN GROUP, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

THE PATTEN GROUP, INC.

AUM

$531M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4347041

Firm CRD# 168255

View on FINRA BrokerCheck →

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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.

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