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 organized as a corporation and has been SEC-registered since 1984. Ownership is recorded as a mix of a domestic entity and an individual. The FINTRX snapshot classifies the firm as unclassified and indicates it is not a capital allocator. The firm is not identified as an active ESG investor and is not flagged as a multi-state adviser, newly formed adviser, pension consultant, or related adviser.

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
  • MITCHELL KINCER

    SalesmanCRD 4462558

  • PENNYE WILKERSON

    Portfolio ManagerCRD 2198125

  • JACOB LONAS OGLE

    DirectorCRD 7506864

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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