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 incorporated and has been SEC-registered since 1984. The firm is owned as a domestic entity with individual ownership and is listed as an unclassified adviser in the available record. The profile indicates the firm does not operate as a capital allocator and is not identified as an active ESG investor or a multi-state adviser. Other adviser attributes in the record show it is not newly formed, not a pension consultant, and not part of a related-adviser arrangement.
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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