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FIRM PROFILE
Overview
HOME FINANCIAL SERVICES, INC. is located at 507 Market Street, Knoxville, TN 37902 and was first established at New Orleans, Tennessee in 12/01/1983. After operating for 42 years, HOME FINANCIAL SERVICES, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of HOME FINANCIAL SERVICES, INC.’s clients are individuals and 0% of their clients are high net worth individuals. HOME FINANCIAL SERVICES, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at HOME FINANCIAL SERVICES, INC. are registered to handle securities or provide financial advice. The firm has 2 disclosures, 2 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access HOME FINANCIAL SERVICES, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at HOME FINANCIAL SERVICES, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for HOME FINANCIAL SERVICES, INC. Comes From
Understanding the Statistics for HOME FINANCIAL SERVICES, INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
507 Market Street, Knoxville, TN 37902
507 Market Street, Knoxville, TN 37902
Small
(865) 544-3890
Tennessee since 12/01/1983
Corporation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | OWNER | ||
| KINCER, MITCHELL RAY | PRESIDENT | 4462558 | |
| LACEY, JOHN WILLIAM III | BOARD MEMBER/DIRECTOR | 6861426 | |
| OGLE, JACOB LONAS | BOARD MEMBER/DIRECTOR | 7506864 | |
| REID, AVICE EVANS | BOARD MEMBER/DIRECTOR | 6861435 | |
| REYNOLDS, DAVID JOSEPH | BOARD MEMBER/DIRECTOR | 6860286 | |
| SHAFER, ALEXANDER CHRISTIAN | BOARD MEMBER/DIRECTOR | 6861417 | |
| STOWERS, HARRY WESLEY JR | BOARD MEMBER/DIRECTOR | 7074328 | |
| WILKERSON, PENNYE JUNE | ASSISTANT VICE PRESIDENT, CCO & CFO/FINOP | 2198125 |
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Advisor's working at HOME FINANCIAL SERVICES, INC.
Pennye June Wilkerson
Andrew Bell Snider
Mitchell Ray Kincer
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