Cosey Financial Services, Inc.

Cosey Financial Services, Inc. (CRD# 140175) is a financial advisory firm headquartered in Knoxville, TN. They manage $78,000,000 in 1,054 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    78
    MILLION
  • Total Number of Accounts
    1,054
    ACCOUNTS
  • Average Account Value
    $74,004
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.

GA, TN, TX

Financial Advisors at Cosey Financial Services, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Donald R. Greene
CRD#: 228889
8880 Cedar Springs Lane, Ste. 103, Knoxville, TN 37923
96
Wealthminder
score

Donald Greene (CRD# 228889) is an Investment Advisor Representative working at Cosey Financial Services, Inc. in Knoxville, TN and has over 28 years of experience in the finance industry.

2
Andrew R. Wallace
CRD#: 4367954
8880 Cedar Springs Lane, Suite 103, Knoxville, TN 37923
96
Wealthminder
score

Andrew Wallace (CRD# 4367954) is an Investment Advisor Representative working at Cosey Financial Services, Inc. in Knoxville, TN and has over 16 years of experience in the finance industry. Andrew Wallace has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Randy L. Puckett
CRD#: 4973225
8880 Cedar Spring Lane, Suite 103, Knoxville, TN 37923
93
Wealthminder
score

Randy Puckett (CRD# 4973225) is an Investment Advisor Representative working at Cosey Financial Services, Inc. in Knoxville, TN and has over 12 years of experience in the finance industry.

4
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 18 years of experience in the finance industry.

5
John R. Dixon
CRD#: 1835019
8880 Cedar Springs Lane, Suite 103, Knoxville, TN 37923
78
Wealthminder
score

John Dixon (CRD# 1835019) is an Investment Advisor Representative working at Cosey Financial Services, Inc. in Knoxville, TN and has over 3 years of experience in the finance industry.

6
Andrew Barkan
CRD#: 2467131
5137 Hidden Branches Cir., Atlanta, GA 30338
69
Wealthminder
score

Andrew Barkan (CRD# 2467131) is an Investment Advisor Representative working at Cosey Financial Services, Inc. in Atlanta, GA and has over 24 years of experience in the finance industry.

7
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 15 years of experience in the finance industry.

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