Randy Lynn Puckett

20 Years of Experience

Sells Insurance

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningFinancial Planning & CoachingReal Estate InvestingBusiness OwnersHigh Net Worth

Cosey Financial Services, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

3 advisors

Number of Clients

381 clients

Average Client Portfolio

$312K average

Assets Under Management

$119.1M

Fee Structure

Location

118 Huxley Rd, Suite 5, Knoxville, TN, 37922

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Randy is involved in insurance activities. The filing does not specify the time commitment.

Employment History

Current Registrations

Cosey Financial Services, INC.

October 2017 - Present · 8 yrs 4 mos

Previous Registrations

Financial Partners Group, LLC

April 2013 - October 2017 · 4 yrs 6 mos

MML Investors Services, LLC

August 2007 - February 2013 · 5 yrs 6 mos

Merrill Lynch Pierce Fenner & Smith INC.

October 2005 - August 2007 · 1 yr 10 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.