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Adrienne Lana Zingrich

THE Patten Group, Inc.

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About Adrienne Lana Zingrich

Adrienne Lana Zingrich is a Certified Financial Planner and Investment Advisor Representative. Adrienne is registered with the state of Tennessee. Adrienne Lana Zingrich has been in the securities industry since October 2014 and has experience working with individual, high-net-worth, charitable, and pension plan clients. Adrienne is currently employed by The Patten Group, Inc. and is based in Chattanooga, TN. Adrienne Lana Zingrich is a registered Investment Advisor Representative with The Patten Group, Inc. and is based in Chattanooga, TN. The Patten Group, Inc. is a firm that provides financial planning, pension consulting and investment management services. The firm's main office is located in Chattanooga, TN. The Patten Group, Inc. has approximately $531,271,525 in assets under management.

Firm Information

Adrienne Zingrich is currently registered with THE Patten Group, Inc.. THE Patten Group, Inc. is an investment advisor based in CHATTANOOGA, TN. It advises high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. The firm's regulatory assets under management total $531,271,525. It also provides financial planning, pension consulting, and selection of other advisers.
THE Patten Group, Inc.

832 GEORGIA AVENUE

CHATTANOOGA, TN 37402

$531.27M

Assets Under Management

18

Total Clients

7

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 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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Adrienne Zingrich’s Registration & Firm History

TN

12/22/2014 - Present

THE Patten Group, Inc. (CHATTANOOGA TN)

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Licenses & Designations

IA

Issued 12/21/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adrienne Lana Zingrich.
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