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 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

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

  • Andrew Snider

    Andrew Snider

    Bond SalesCRD 6603278

  • Jacob Lonas Ogle

    DirectorCRD 7506864

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

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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