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Aaron Matthew Buck

Patriot Investment Management Group Inc.

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About Aaron Matthew Buck

Aaron Buck is a financial advisor registered with Patriot Investment Management Group Inc. in Knoxville, TN. Aaron Buck's professional experience includes working with various financial firms in Tennessee. Aaron Buck holds the Series 66, Series 7, and SIE licenses. Aaron Buck has over 9 years of experience in the financial industry. Aaron Buck is a Certified Financial Planner™ and has experience in financial planning, pension consulting, and portfolio management. Aaron Buck works with individuals, families, and small businesses.

Firm Information

Aaron Buck is currently registered with Patriot Investment Management Group Inc.. Patriot Investment Management Group Inc. is a Knoxville, TN-based registered investment advisor with over 18 investment adviser representatives. The firm manages over $1.5 billion in assets for a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. The firm provides a range of services, including financial planning, portfolio management, and selection of other advisors.
Patriot Investment Management Group Inc.

9721 COGDILL ROAD

KNOXVILLE, TN 37932

$1.53B

Assets Under Management

5

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees (solicitor for other investment adviser)

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Aaron Buck’s Registration & Firm History

TN

12/16/2022 - Present

Patriot Investment Management Group Inc. (KNOXVILLE TN)

TN

10/02/2017 - 11/14/2018

THE INVESTMENT CENTER, INC. (KNOXVILLE TN)

TN

07/02/2015 - 10/02/2017

SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)

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Licenses & Designations

BOTH

Issued 07/27/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/02/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aaron Matthew Buck.
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