Unclaimed Profile

Anthony Eugene Cosey

COSEY FINANCIAL SERVICES, INC.·KNOXVILLE, Tennessee

SIE, Series 6, Series 6TO, Series 7, Series 7TO, Series 24, Series 63, Series 65Clean record22 years registeredCOSEY FINANCIAL SERVICES, INC.

118 HUXLEY RD, KNOXVILLE, TN 37922CRD# 4032305Firm CRD# 140175

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Anthony Eugene Cosey · KNOXVILLE, TN

Registration

CRD #4032305 · COSEY FINANCIAL SERVICES, INC. · 22 years registered

Brand Profile

Not yet started

Career History

COSEY FINANCIAL SERVICES, INC.

Apr 2006 – present

SILVER OAK SECURITIES, INC.

Sep 2008 – Sep 2008

KNOXVILLE, TN

SSN ADVISORY, INC.

Aug 2004 – Jul 2007

KNOXVILLE, TN

AMERICAN GENERAL SECURITIES INCORPORATED

Apr 2004 – Jun 2004

KNOXVILLE, TN

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 6TO

Series 7

Series 7TO

Series 24

Series 63

Series 65

Registration record

First registered · April 28, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COSEY FINANCIAL SERVICES, INC.

CRD 140175 · SEC 801-120768

AUM

$104M

Regulatory assets under management

Employees

807 client accounts

Services offered by COSEY FINANCIAL SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COSEY FINANCIAL SERVICES, INC. →

Introduction

Speak with Anthony

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Anthony is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in KNOXVILLE?

Browse all registered financial advisors in KNOXVILLE, Tennessee or claim this profile if it's yours.

Browse KNOXVILLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Anthony Eugene Cosey offer?

Anthony Eugene Cosey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KNOXVILLE, Tennessee for a consultation.

What are Anthony Eugene Cosey's credentials?

Anthony Eugene Cosey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Anthony Eugene Cosey located?

Anthony Eugene Cosey is based in KNOXVILLE, Tennessee, working with COSEY FINANCIAL SERVICES, INC.. Their office serves clients in the KNOXVILLE metropolitan area and surrounding communities.

How does Anthony Eugene Cosey charge for services?

Anthony Eugene Cosey's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COSEY FINANCIAL SERVICES, INC.?

COSEY FINANCIAL SERVICES, INC. has approximately 6 employees and manages $104M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →