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).
-
Total Assets Under Management104MILLION
-
Total Number of Accounts807ACCOUNTS
-
Average Account Value$128,507
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
FL, GA, LA, TN, TX
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.
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.
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.