Bradley J. Bower

PATRIOT INVESTMENT MANAGEMENT GROUP

KNOXVILLE, TN 37932

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CRD#: 1951391

Professional summary

Bradley Joseph Bower, CFP®, who also goes by Bradley Bower, is a registered financial advisor currently at PATRIOT INVESTMENT MANAGEMENT GROUP INC located in Knoxville, Tennessee.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Bradley has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bradley Bower

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Joseph Bower's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1996

Experience

Current

February 18, 2005 - Present

PATRIOT INVESTMENT MANAGEMENT GROUP INC

Office #1: 9721 Cogdill Rd Ste 101, Knoxville, TN 37932

RIA

CRD#: 112155

KNOXVILLE, TN

Past

April 6, 2004 - December 31, 2004

PATRIOT INVESTMENT MANAGEMENT GROUP INC

RIA

CRD#: 112155

KNOXVILLE, TN

Past

December 11, 1991 - December 15, 1992

ARGENT SECURITIES, INC.

CRD#: 15297

Past

July 29, 1991 - January 10, 1992

MASTERS FINANCIAL GROUP, INC.

CRD#: 25747

Past

May 23, 1989 - August 7, 1989

UBS FINANCIAL SERVICES INC.

CRD#: 8174

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PATRIOT INVESTMENT MANAGEMENT GROUP INC

CRD#: 112155 / SEC#: 801-55500

RIA

Registered Investment Advisory firm - (5/20/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Tennessee
(2/18/2005)

IAR

Texas
(1/2/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/22/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/1/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/20/1989

General Securities Representative Examination

Current Firm

PATRIOT INVESTMENT MANAGEMENT GROUP INC

CRD#: 112155 / SEC#: 801-55500

RIA

Registered Investment Advisory firm - (5/20/1998 Approved)

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Contact information

Main Address

9721 Cogdill Road Suite 101, Knoxville, TN 37932

Mailing Address

Phone number

(865) 777-2479

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PATRIOT INVESTMENT MANAGEMENT GROUP INC ADV BROCHURE (2/24/2025)

Regulatory assets under management

Total Number of Accounts	4,182
AUM (Assets Under Management)	$ 1,686,856,719

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Bradley J. Bower

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Joseph Bower's CRS (Customer Relationship Summary).

Certified licenses

Experience

PATRIOT INVESTMENT MANAGEMENT GROUP INC

ARGENT SECURITIES, INC.

MASTERS FINANCIAL GROUP, INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

PATRIOT INVESTMENT MANAGEMENT GROUP INC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/22/1996

Series 63

Date: 6/1/1989

Series 7

Date: 5/20/1989

Current Firm

PATRIOT INVESTMENT MANAGEMENT GROUP INC

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PATRIOT INVESTMENT MANAGEMENT GROUP INC

TRUST BUT VERIFY

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