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 firm’s regulatory classification is listed as unclassified. The profile indicates Home Financial Services is not identified as a capital allocator and is not flagged as an active ESG investor. The firm is not listed as a multi-state adviser, a pension consultant, or a related adviser. The available record contains limited detail about the firm’s specific advisory offerings, fee schedules, client segments, or core business activities.

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

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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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