Roland
Courtney
Patriot Investment Management Group Inc
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About this Advisor
Roland Courtney is a financial advisor based out of Knoxville, Tennessee who has 5 years of relevant experience. Courtney is currently employed by Patriot Investment Management Group Inc. Over the course of their career, they have held roles at Fsg Bank, Cetera Investment Services LLC, Cetera Investment Advisers LLC and Patriot Investment Management Group Inc. Courtney has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Tennessee. Patriot Investment Management Group Inc is a financial advisory firm operating out of Knoxville, TN. The firm has offices in four locations and a total of 26 advisors. It oversees $1 billion in assets across its 4,962 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 19 charitable organizations. Of its 4,962 customer accounts, just 12% belong to high-net-worth investors who have at least $1 million in assets available to invest. Patriot Investment Management Group Inc provides a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors depend on the type of financial services offered. However, fee types charged by Patriot Investment Management Group Inc can consist of any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Patriot Investment Management Group Inc Brokerage Details
$1,414,833,902
26
4,962
$285,134
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
Roland Courtney Work History
Roland has been registered as a financial advisor for 5 years.*
Patriot Investment Management Group Inc
Fsg Bank
Cetera Investment Services LLC
Cetera Investment Advisers LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Roland Courtney 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
Knoxville, TN
Knoxville, TN
Knoxville, TN
Knoxville, TN
Knoxville, TN
Knoxville, TN
Knoxville, TN
Knoxville, TN
The content in this profile was updated by SmartAsset on 4/16/2023. 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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