Stephen
Wilkins
Patton Albertson Miller Group, LLC
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About this Advisor
Stephen Wilkins is a financial advisor who works out of Chattanooga, Tennessee. Wilkins currently works for Patton Albertson Miller Group, LLC. Wilkins has gained experience at Fidelity Investments, Apple, Inc, Curated.Com, Josef Korbel School Of International Studies, University Denver, Aloyse Brown For Hamilton County Mayor, University Of Tennessee In Chattanooga, Northern Tier High Adventure, Chattanooga State Community College, East Tennessee State University, Vail Resorts and Patton Albertson Miller Group LLC. Wilkins maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to operate in Georgia and Tennessee. Patton Albertson Miller Group, LLC is a registered investment business operating out of Chattanooga, TN. The firm has offices in two locations and a total of 23 advisors. It manages $1 billion in total assets between its 1,485 client accounts, placing it among the larger financial advisory firms in the country by assets under management. The firm serves five charitable organizations. Of its 1,485 accounts, 61% are associated with high-net-worth investors who have more than $1 million in assets. Patton Albertson Miller Group, LLC offers a few services, such as financial planning services, portfolio management for individuals and small businesses and other services. Financial management fees usually depend on which service is provided. However, fee types billed by Patton Albertson Miller Group, LLC can be comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Patton Albertson Miller Group, LLC Brokerage Details
$1,040,237,031
23
1,485
$700,496
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Stephen Wilkins Work History
Stephen has been registered as a financial advisor for 0 years.*
Patton Albertson Miller Group LLC
Fidelity Investments
Apple, Inc
Curated.Com
Josef Korbel School Of International Studies, University Denver
Aloyse Brown For Hamilton County Mayor
Vail Resorts
University Of Tennessee In Chattanooga
Northern Tier High Adventure
Chattanooga State Community College
East Tennessee State University
*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 Stephen Wilkins 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 Patton Albertson Miller Group, LLC
Chattanooga, TN
Chattanooga, TN
Macon, GA
Macon, GA
Macon, GA
Atlanta, GA
Chattanooga, TN
Atlanta, GA
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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