Home Financial Services, Inc.

Broker-DealerFINRA MemberEst. 1984
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Knoxville, Tennessee
CRD number
14716
Registered since
January 24, 1984

Firm profile

FINTRX

Overview

Home Financial Services, Inc. is listed in FINTRX as a corporation that has been SEC-registered since 1984. Ownership is described as a combination of a domestic entity and an individual. The platform classifies the firm as "Unclassified" and does not identify it as a capital allocator, a related adviser, a pension consultant, or a newly formed adviser. FINTRX also indicates the firm is not an active ESG investor and is not registered as a multi-state adviser. The firm’s publicly recorded fields for client base, fee structure, business activities, and advisory activities are blank in the FINTRX profile, so there is no detailed description there of the services it offers or its target clients.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 9
  • Pennye Wilkerson

    Pennye Wilkerson

    Portfolio ManagerCRD 2198125

  • Mitchell Kincer

    SalesmanCRD 4462558

  • Andrew Snider

    Andrew Snider

    Bond SalesCRD 6603278

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth