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Grant Mccall Allen

The Patten Group, Inc.

Chattanooga, TN

CRD 7161012

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Employer firm

The Patten Group, Inc. CRD 168255

$725M regulatory AUM 22 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
The Patten Group, Inc.

832 Georgia Avenue Suite 360, Chattanooga, TN 37402 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-03-27
  • TN RA
    APPROVED
    Since 2025-03-27

Branch Locations

832 Georgia Avenue Suite 360, Chattanooga, TN 37402 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Acumen Wealth Advisors, Llc Chattanooga TN 07/2019 02/2025
Aca Compliance Group Chattanooga TN 01/2019 07/2019
Blue Cross Blue Shield Of Tennessee Chattanooga TN 07/2018 01/2019
Tennessee Valley Federal Credit Union Chattanooga TN 08/2017 07/2018
Dillards Chattanooga TN 08/2016 08/2017
The Patten Group, Inc. Chattanooga TN 02/2025 Present
  • 07/2019 → 02/2025
    Acumen Wealth Advisors, Llc
    Chattanooga, TN
  • 01/2019 → 07/2019
    Aca Compliance Group
    Chattanooga, TN
  • 07/2018 → 01/2019
    Blue Cross Blue Shield Of Tennessee
    Chattanooga, TN
  • 08/2017 → 07/2018
    Tennessee Valley Federal Credit Union
    Chattanooga, TN
  • 08/2016 → 08/2017
    Dillards
    Chattanooga, TN
  • 02/2025 → Present
    The Patten Group, Inc.
    Chattanooga, TN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-11-04
  • S65 Uniform Investment Adviser Law Examination
    2019-11-04
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Chattanooga, TN
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