Cosey Financial Services, Inc.

Cosey Financial Services, Inc. (CRD# 140175) is a financial advisory firm headquartered in Knoxville, TN. They manage $53,100,000 in 1,308 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    1,308
    ACCOUNTS
  • Average Account Value
    $40,596
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TN

Financial Advisors at Cosey Financial Services, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Andrew R. Wallace
CRD#: 4367954
8880 Cedar Springs Lane, Suite 103, Knoxville, TN 37923
93
Wealthminder
score

Andrew Wallace (CRD# 4367954) is an Investment Advisor Representative working at Cosey Financial Services, Inc. in Knoxville, TN and has over 15 years of experience in the finance industry.

2
Anthony E. Cosey
CRD#: 4032305
8880 Cedar Springs Lane, Knoxville, TN 37923
83
Wealthminder
score

Anthony Cosey (CRD# 4032305) is an Investment Advisor Representative working at Cosey Financial Services, Inc. in Knoxville, TN and has over 17 years of experience in the finance industry.

3
John R. Dixon
CRD#: 1835019
8880 Cedar Springs Lane, Suite 103, Knoxville, TN 37923
76
Wealthminder
score

John Dixon (CRD# 1835019) is an Investment Advisor Representative working at Cosey Financial Services, Inc. in Knoxville, TN and has over 2 years of experience in the finance industry.

4
Christopher C. Jaggers
CRD#: 4612572
8880 Cedar Springs Lane, Suite 103, Knoxville, TN 37923
68
Wealthminder
score

Christopher Jaggers (CRD# 4612572) is an Investment Advisor Representative working at Cosey Financial Services, Inc. in Knoxville, TN and has over 13 years of experience in the finance industry.

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