Randy
Puckett
Cosey Financial Services, Inc
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About this Advisor
Randy Puckett is a financial advisor based in Knoxville, Tennessee, working with Cosey Financial Services, Inc. Randy has previously held positions at Financial Partners Group, LLC and Cosey Financial Services, Inc. Randy has passed the Series 66 regulatory exam and is registered to provide services in Tennessee. Currently, Randy is part of Cosey Financial Services, Inc, which operates out of Knoxville, Tennessee. The firm has 2 offices and 6 employees. The firm manages assets totaling $103.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Cosey Financial Services, Inc includes asset-based, hourly, and fixed fees.
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Cosey Financial Services, Inc Brokerage Details
$103,704,778
6
807
$128,507
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Randy Puckett Work History
Cosey Financial Servcies, Inc
Financial Partners Group, LLC
Disclosures
Please visit the SEC profile of Randy Puckett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cosey Financial Services, Inc
Nashville, TN
Knoxville, TN
Knoxville, TN
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