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 appears in FINTRX as SEC-registered in 1984. The dataset classifies the firm as "Unclassified" and lists ownership as a mix of a domestic entity and an individual. According to the available fields, the firm is not identified as a capital allocator, is not marked as an active ESG investor, and is not registered as a multi-state adviser or a pension consultant. Several standard descriptors—fee structure, advisory activities, and core business lines—are not populated in the provided record, so there is limited public detail about how the firm positions its services or client segments.

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

    Pennye Wilkerson

    Portfolio ManagerCRD 2198125

  • Jacob Lonas Ogle

    DirectorCRD 7506864

Unlock 6 more contacts

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