Advisor at Patriot Investment Management Group Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Patriot Investment Management Group Inc
Location
Crossville, TN
Credentials
Series 63, Series 65
Industry experience
45 years
Fixed fees ranging from $500 to $3,000 for financial planning services; monthly subscription fees of $100 to $500 per month for ongoing comprehensive financial planning services
$0 - $50,000: 1.50% $50,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001+: Negotiable
$300 per hour for Investment Adviser Representatives, $150 per hour for Clerical Staff
Account minimum: No minimum stated; firm may terminate accounts deemed too small to manage effectively
Patriot Investment Management Group Inc.
2021 - Present (5 years)
Retired
2020 - 2021 (1 year)
Cambridge Investment Research Advisors, Inc,
2015 - 2020 (5 years)
Cambridge investment Research, Inc.
2015 - 2020 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Crossville, TN
Edward Jones
Series 66
Crossville, TN
Edward Jones
Series 66
Crossville, TN
North Pointe Financial Advisors, Inc
CFP®, Series 63, Series 65
Fairfield Glade, TN
Crouch Investment Group, Inc.
Series 65
Crossville, TN
Witt Financial Group, LLC
Series 63
Crossville, TN
Witt Financial Group, LLC
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