Home Financial Services, Inc.
Firm details
- Headquarters
- Knoxville, Tennessee
- CRD number
- 14716
- Registered since
- January 24, 1984
Firm profile
FINTRXOverview
Home Financial Services, Inc. is a corporate advisory entity that has been registered with the SEC since 1984. Public registration fields list the owner type as a Domestic Entity and an Individual and classify the firm as Unclassified. The firm is not identified as a capital allocator and it is not marked as an active ESG investor. It is also not designated as a multi-state adviser, pension consultant, or related adviser, and it is not newly formed. The source snapshot does not include descriptions of the firm's advisory activities, fee schedule, client segments, or business lines, so there is limited visibility into its client-facing services or investment focus from the available data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 9
Pennye Wilkerson
Portfolio ManagerCRD 2198125

Andrew Snider
Bond SalesCRD 6603278
Jacob Lonas Ogle
DirectorCRD 7506864
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Knoxville, TN
Knox
Location
Knoxville, TN
Headquartered in Knoxville, TN, anchoring the Knoxville-Morristown-Sevierville, TN metro in the South.
- Metro area
- Knoxville-Morristown-Sevierville, TN
- Region
- South
- County
- Knox
- Address
- 507 Market St
- Time zone
- CT (UTC-6)
- Office locations
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