AC
AC

Anthony Eugene Cosey

26 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningFinancial Planning & CoachingReal Estate InvestingBusiness OwnersHigh Net Worth
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

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Location

8880 Cedar Springs Lane, Knoxville, TN, 37923

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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.

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Other Business ActivitiesSells Insurance

Anthony owns Cosey Insurance Services, LLC, selling life and health insurance, dedicating about 10-20% of his time. He is also a high school track coach, an officer/director at On Belay Foundation, president of Carriage Hill Financial Services LLC, and treasurer for two associations.

Employment History
Current Registrations
Cosey Financial Services, INC.
April 2006 - Present · 19 yrs 10 mos
Previous Registrations
Silver Oak Securities, IncorporatedBroker
September 2008 - July 2020 · 11 yrs 10 mos
Silver Oak Securities, INC.
September 2008 - September 2008 · 0 mos
Ssn Advisory, INC.
August 2004 - July 2007 · 2 yrs 11 mos
Securities Service Network, INC.Broker
June 2004 - September 2008 · 4 yrs 3 mos
American General Securities Incorporated
April 2004 - June 2004 · 2 mos
American General Securities IncorporatedBroker
October 2002 - June 2004 · 1 yr 8 mos
Franklin Financial Services CorporationBroker
November 1999 - October 2002 · 2 yrs 11 mos
State Registrations3 states
GATNTX
Advisor
Exams
No exam information available for this advisor.