Raymond
Ryan

Patten And Patten, Inc

CRD#2186050
Investment Advisor
in Chattanooga, TN

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About this Advisor

Raymond Ryan is a financial advisor based in Chattanooga, Tennessee, working with Patten And Patten, Inc. Raymond has previously held a position at Patten And Patten, Inc. Raymond has passed the Series 63 regulatory exam and is registered to provide services in Tennessee. Currently, Raymond is part of Patten And Patten, Inc, which operates out of Chattanooga, Tennessee. The firm has 12 employees and manages assets totaling $1.9 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Patten And Patten, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

555 Walnut Street Suite 280
Chattanooga, TN 37402

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Patten And Patten, Inc Brokerage Details

Total Assets Under Management

$1,933,601,275

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

12

TN Average: 15
Total Number of Accounts

2,086

TN Average: 968
Average Account Size

$926,942

TN Average: $754,749

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Raymond Ryan Work History

1999 - Present (25 years)

Patten And Patten, Inc

Disclosures

Please visit the SEC profile of Raymond Ryan 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 Patten And Patten, Inc

Philip Payne
Chattanooga, TN
William Decosimo
Chattanooga, TN
Mark Fleck
Chattanooga, TN
Raymond Ryan
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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