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 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

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

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