Cosey Financial Services, Inc.

Cosey Financial Services, Inc. (CRD# 140175) is a financial advisory firm headquartered in Knoxville, TN. They manage $103,704,778 in 807 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
8880 Cedar Springs Lane, Suite 106, Knoxville, TN 37923
http://www.coseyfinancial.com/
By the Numbers
  • Total Assets Under Management
    104
    MILLION
  • Total Number of Accounts
    807
    ACCOUNTS
  • Average Account Value
    $128,507
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, LA, TN, TX

Financial Advisors at Cosey Financial Services, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Anthony Cosey, financial advisor Knoxville TN
Anthony E. Cosey
CRD#: 4032305
8880 Cedar Springs Lane, Knoxville, TN 37923

Anthony Cosey (CRD# 4032305) is an Investment Advisor Representative working at Cosey Financial Services, Inc. in Knoxville, TN and has over 24 years of experience in the finance industry.

2
Donald Greene, financial advisor Nashville TN
Donald R. Greene
CRD#: 228889
1705 19th Ave, South, Nashville, TN 37217

Donald Greene (CRD# 228889) is an Investment Advisor Representative working at Cosey Financial Services, Inc. in Nashville, TN and has over 34 years of experience in the finance industry.

3
Randy Puckett, financial advisor Knoxville TN
Randy L. Puckett
CRD#: 4973225
8880 Cedar Springs Lane, Suite 106, Knoxville, TN 37923

Randy Puckett (CRD# 4973225) is an Investment Advisor Representative working at Cosey Financial Services, Inc. in Knoxville, TN and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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