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Advisors in Chattanooga, Tennessee
375 Results
Unclaimed

THE Patten Group, Inc. | CFP ® (Certifications)

location

CHATTANOOGA, TN

0 Disclosures

ADVISOR BIO

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.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Ameriprise Financial Services, LLC | CFP ® (Certifications)

location

CHATTANOOGA, TN

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Rogers Moore is a financial advisor with Ameriprise Financial Services, LLC in Chattanooga, TN. Alexander has been in the financial services industry since June 2015 and is licensed in both Tennessee and Texas. Alexander has earned the Series 66, Series 7 and the SIE licenses and is also a Certified Financial Planner. Ameriprise Financial Services, LLC is a large firm headquartered in Minneapolis, MN, that has been providing financial advice to individuals, businesses, and organizations for over 100 years. The firm manages over $479 Billion in assets and has over 140,000 clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Raymond James Financial Services Advisors, Inc. | CFP ® (Certifications)

location

Chattanooga, TN

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Alexander Trewhitt Burroughs is a financial advisor with Raymond James Financial Services Advisors, Inc. in Chattanooga, Tennessee. Alexander has been in the financial services industry since 2012. Burroughs holds a Series 7 and Series 66 securities license and a Series 63 Uniform Securities Agent State Law Examination. Alexander is also a Certified Financial Planner. Burroughs is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). He provides financial planning, portfolio management, and other investment related services to individual and institutional clients. Prior to joining Raymond James, Burroughs worked with WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Ameriprise Financial Services, LLC

location

Chattanooga, TN

experience

33 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Alvin Lionell Partridge is a registered representative of Ameriprise Financial Services, LLC. Alvin has been in the financial services industry since 1991 and has been with Ameriprise Financial Services, LLC since 2004. Alvin is registered in the state of Tennessee as an investment adviser representative. Alvin holds the Series 63, Series 7 and SIE exams. Alvin is also registered in 10 other states. Alvin has a branch office location in Chattanooga, TN.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Truist Advisory Services, Inc.

location

CHATTANOOGA, TN

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Amber Gardner is a registered investment advisor representative with Truist Advisory Services, Inc., who has been active in the financial services industry since August 2011. Amber Gardner is registered with the state of Tennessee and has passed the Series 7TO, Series 66, and SIE exams. Amber Gardner's areas of specialization include providing financial planning services, portfolio management for individuals and businesses, and publication of periodicals. Amber Gardner also has a strong focus on developing financial profiles for clients and works with clients to develop tailored investment strategies based on their individual needs.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE
Publication of Financial Periodicals
Unclaimed

Raymond James & Associates, Inc.

location

CHATTANOOGA, TN

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Amber Lenora Dietz is a financial advisor with Raymond James & Associates, Inc. based in Chattanooga, Tennessee. Amber Dietz has been in the financial services industry since December 2020 and holds the Series 66, Series 7TO, Series 9, and Series 10 licenses. She has prior experience with Merrill Lynch.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Acumen Wealth Advisors, LLC

location

CHATTANOOGA, TN

0 Disclosures

ADVISOR BIO

Amy Renee Stone is a registered investment advisor representative in Tennessee. Amy has been in the industry since January 2012 and has experience working with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Amy is currently registered with Acumen Wealth Advisors, LLC and previously worked with NFP ADVISOR SERVICES, LLC and MORGAN KEEGAN & COMPANY, INC. Amy has Series 66, 7, 9, 10, and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Wells Fargo Clearing Services, LLC | CFP ® (Certifications)

location

CHATTANOOGA, TN

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Amy Gavlenski is a financial advisor with Wells Fargo Clearing Services, LLC. Amy has been in the financial services industry since 2018 and is registered to provide investment advice in 33 states. Amy is a Certified Financial Planner and is active in providing investment advice to individuals, businesses and institutions. Amy works from the Wells Fargo Clearing Services, LLC office in Chattanooga, TN.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

HHM Wealth Advisors, LLC | CFP ® (Certifications)

location

CHATTANOOGA, TN

0 Disclosures

ADVISOR BIO

Andrew Mcfarlane Cook is an Investment Advisor Representative at HHM Wealth Advisors, LLC and has been with the firm since March 2012. Andrew Mcfarlane Cook is a Certified Financial Planner™ and has a registration in Tennessee. The firm has offices in Chattanooga, Tennessee.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Marcum Wealth, LLC

location

Chattanooga, TN

0 Disclosures

ADVISOR BIO

Andrew Reinhardt is an investment advisor representative with Marcum Wealth, LLC. Andrew has been in the industry since 2018 and has a Series 63, 65, and 7 license. Andrew has a strong track record of success in providing investment advice to individuals and families. Andrew is also registered in Ohio and Tennessee. Andrew specializes in financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING

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