Kayla
Coyle

The Patten Group, Inc

CRD#6311845
Investment Advisor
in Chattanooga, TN

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About this Advisor

Kayla Coyle is a financial advisor based in Chattanooga, Tennessee, working with The Patten Group, Inc. Kayla has previously held positions at UBS Financial Services Inc, The Rush Fitness Complex, Gold's Gym, and The Patten Group, Inc. Kayla has passed the Series 66 regulatory exam and is registered to provide services in Tennessee. Currently, Kayla is part of The Patten Group, Inc, which operates out of Chattanooga, Tennessee. The firm has 10 employees and manages assets totaling $531.3 million. The firm 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, pension consulting services, and selection of other advisers. The fee structure at The Patten Group, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

832 Georgia Avenue Suite 360
Chattanooga, TN 37402

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The Patten Group, Inc Brokerage Details

Total Assets Under Management

$531,271,525

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

10

TN Average: 15
Total Number of Accounts

1,267

TN Average: 968
Average Account Size

$419,315

TN Average: $754,749

Investment Advisory Services

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

Kayla Coyle Work History

2023 - Present (1 year)

The Patten Group, Inc

2014 - 2023 (9 years)

Ubs Financial Services Inc

2014 - 2020 (6 years)

Gold'S Gym

2010 - 2014 (4 years)

The Rush Fitness Complex

Disclosures

Please visit the SEC profile of Kayla Coyle 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 The Patten Group, Inc

Charity Amari
Chattanooga, TN
Ashlee Patten
Chattanooga, TN
Torrey Harris
Chattanooga, TN
James Hill
Chattanooga, TN
Adrienne Zingrich
Chattanooga, TN
Kayla Coyle
Chattanooga, TN
Chandler Thurmon
Chattanooga, 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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