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Amy Lynn Walker

Patriot Investment Management Group Inc.

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About Amy Lynn Walker

Amy Lynn Walker is a registered Investment Advisor Representative with Patriot Investment Management Group Inc. in Knoxville, TN. Amy Walker is an experienced financial advisor who has been in the industry since 2013. Amy Walker has been with Patriot Investment Management Group Inc. since 2019. Amy Walker holds a Series 65 license and specializes in working with individuals, businesses, charitable organizations, pension and profit-sharing plans, and corporations. Amy Walker offers a variety of financial services, including financial planning, portfolio management, and selection of other advisors.

Firm Information

Amy Walker 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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Amy Walker’s Registration & Firm History

TN

02/22/2023 - Present

Patriot Investment Management Group Inc. (KNOXVILLE TN)

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Licenses & Designations

IA

Issued 02/21/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Amy Lynn Walker.
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