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John Taylor Wortham

PATRIOT INVESTMENT MANAGEMENT GROUP INC·KNOXVILLE, Tennessee
Unclaimed Profile
9721 COGDILL ROAD, KNOXVILLE, TN 37932CRD# 5927099Firm CRD# 112155
01

About

John Taylor Wortham is a registered financial advisor based in KNOXVILLE, Tennessee, affiliated with PATRIOT INVESTMENT MANAGEMENT GROUP INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PATRIOT INVESTMENT MANAGEMENT GROUP INC
PATRIOT INVESTMENT MANAGEMENT GROUP INC
AUM
$1.5B
Regulatory assets under management
Employees
24
Total firm employees
View all advisors at PATRIOT INVESTMENT MANAGEMENT GROUP INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL FEES (SOLICITOR FOR OTHER INVESTMENT ADVISER)
Regulatory
SEC/IARD CRD# 5927099
Firm CRD# 112155
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Taylor Wortham offer?
John Taylor Wortham specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KNOXVILLE, Tennessee for a consultation.
What are John Taylor Wortham's credentials?
John Taylor Wortham is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Taylor Wortham located?
John Taylor Wortham is based in KNOXVILLE, Tennessee, working with PATRIOT INVESTMENT MANAGEMENT GROUP INC. Their office serves clients in the KNOXVILLE metropolitan area and surrounding communities.
How does John Taylor Wortham charge for services?
John Taylor Wortham's firm is compensated through percentage of aum, hourly charges, subscription fees, other: referral fees (solicitor for other investment adviser). Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PATRIOT INVESTMENT MANAGEMENT GROUP INC?
PATRIOT INVESTMENT MANAGEMENT GROUP INC has approximately 24 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in KNOXVILLE
Yvonne M Marsh — MARSH WEALTH MANAGEMENT, LLCClinton Louis Ward — GSV EQUITY HOLDINGS, LLCBarbara Catherine Mcnally — SSN ADVISORY, INC.Donna J Fain — ASSET PLANNING CORPORATIONElizabeth Claire Dewan — WMG FINANCIAL ADVISORS, LLC
Nearby cities in Tennessee
NASHVILLE (391)MEMPHIS (374)CHATTANOOGA (164)BRENTWOOD (154)FRANKLIN (76)
City Guides
NASHVILLE GuideMEMPHIS GuideCHATTANOOGA GuideBRENTWOOD GuideFRANKLIN Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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