Grant
Murphy

Patriot Investment Management Group Inc

CRD#7539475
Investment Advisor
in Knoxville, TN

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About this Advisor

Grant Murphy is a financial advisor based in Knoxville, Tennessee, working with Patriot Investment Management Group Inc. Grant has previously held positions at The Vanguard Group, Inc, Stark Aerospace, Surgicare Of Jackson, Reunion Country Club, Mississippi State University, St. Joseph Catholic High School, and Patriot Investment Management Group Inc. Grant has passed the Series 66 regulatory exam and is registered to provide services in Tennessee. Currently, Grant is part of Patriot Investment Management Group Inc, which operates out of Knoxville, Tennessee. The firm has 5 offices and 24 employees. The firm manages assets totaling $1.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Patriot Investment Management Group Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

9721 Cogdill Road Suite 101
Knoxville, TN 37932

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Patriot Investment Management Group Inc Brokerage Details

Total Assets Under Management

$1,529,312,668

TN Average: $730,596,643
Total Number of Employees

24

TN Average: 15
Total Number of Accounts

4,270

TN Average: 968
Average Account Size

$358,153

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Grant Murphy Work History

2023 - Present (1 year)

Patriot Investment Management Group Inc

2022 - 2023 (1 year)

The Vanguard Group, Inc

2021 - 2022 (1 year)

Stark Aerospace

2020 - 2020 (< 1 year)

Surgicare Of Jackson

2019 - 2019 (< 1 year)

Reunion Country Club

2018 - 2022 (4 years)

Mississippi State University

2012 - 2018 (6 years)

St. Joseph Catholic High School

Disclosures

Please visit the SEC profile of Grant Murphy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Patriot Investment Management Group Inc

Robert Scurlock
Knoxville, TN
Stephen Beale
Knoxville, TN
Aaron Buck
Knoxville, TN
Brandon Alley
Knoxville, TN
Amy Walker
Knoxville, TN
Grant Murphy
Knoxville, TN
Roland Courtney
Knoxville, TN
Brandon Smith
Knoxville, TN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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