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 organized as a corporation and is listed in FINTRX with an SEC registration date of 1984. Ownership is recorded as a combination of a domestic entity and an individual, and the firm’s classification in the dataset is unclassified. FINTRX flags the firm as not acting as a capital allocator and not participating as an active ESG investor. The profile contains limited detail on the firm’s advisory activities, client types, fee arrangements or specific business lines. FINTRX does not identify the firm as a multistate adviser, a pension consultant, a related adviser, or a newly formed adviser.
Assets & Accounts
Investments & Alternatives
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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