AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
PW

Pennye J. Wilkerson

HOME FINANCIAL SERVICES
Knoxville, TN 37902
CRD#: 2198125
Some features on this profile are disabled
PW
Pennye June WilkersonHOME FINANCIAL SERVICES

Professional summary

Pennye June Wilkerson, who also goes by Pennye June Parker, is a registered financial professional currently at HOME FINANCIAL SERVICES, INC. located in Knoxville, Tennessee.

Pennye is registered as a RR (Registered Representative) and started their career in finance in 1992. Pennye has worked at 1 firm and has passed the Series 63, Series 99TO, SIE and Series 27 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Pennye June Parker

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Pennye June Wilkerson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 8, 1992 - Present

HOME FINANCIAL SERVICES, INC.

Office #1: 507 Market Street, Knoxville, TN 37902Office #2: 507 Market Street, Knoxville, TN 37902
BD
CRD#: 14716
Knoxville, TN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Tennessee
(3/12/1992)

Exams

State Security Law Exam
RR
Series 63
Date: 3/9/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 1/2/2023
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 27
Date: 2/28/1992
Financial and Operations Principal Examination
SRO Registrations
RR
FINRA

Current Firm

HF
HOME FINANCIAL SERVICES, INC.
HOME FINANCIAL SERVICES, INC.

CRD#: 14716 / SEC#: , 8-31049

BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
Loading...

Contact information

Main Address
507 Market Street, Knoxville, TN 37902
Mailing Address
507 Market Street, Knoxville, TN 37902
Phone number
(865) 544-3890
Established
Tennessee since 12/01/1983
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
HOME FEDERAL BANK OF TENNESSEEOWNER
KINCER, MITCHELL RAYPRESIDENT4462558
LACEY, JOHN WILLIAM IIIBOARD MEMBER/DIRECTOR6861426
MAYFIELD, JONATHAN WAYNEBOARD MEMBER/DIRECTOR
OGLE, JACOB LONASBOARD MEMBER/DIRECTOR7506864
REID, AVICE EVANSBOARD MEMBER/DIRECTOR6861435
REYNOLDS, DAVID JOSEPHBOARD MEMBER/DIRECTOR6860286
SHAFER, ALEXANDER CHRISTIANBOARD MEMBER/DIRECTOR6861417
STOWERS, HARRY WESLEY JRBOARD MEMBER/DIRECTOR7074328
WILKERSON, PENNYE JUNEASSISTANT VICE PRESIDENT, CCO & CFO/FINOP2198125

Disclosures

Regulatory Event2

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

HOME FINANCIAL SERVICES, INC.

CRD#: 14716Knoxville, TN 37902

TRUST BUT VERIFY

Monitor Pennye Wilkerson

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

JV
Jaime VillalobosAdvisorCheck Check Mark
WILLIAM BLAIR
IAR
RR
Chicago, IL
DD
Donald DevittoAdvisorCheck Check Mark
RBC CAPITAL MARKETS, LLC
IAR
RR
Rochester, NY
Matthew Erwin Boelter
Matthew BoelterAdvisorCheck Check Mark
EDELMAN FINANCIAL ENGINES
IAR
LYNNWOOD, WA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.