Randy Puckett
Randy Puckett is a registered investment advisor at Cosey Financial Services, INC., based in Hendersonville, TN, with 20 years of industry experience. Randy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 7 more. Their firm serves 404 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2.00%. Fees are negotiable and billed monthly or quarterly in arrears.
Fee Estimator
Location
Hendersonville, TN
Get directionsHistory
Regulatory History
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.
Learn about disclosures →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.
Previous Registrations
Financial Partners Group, LLC
MML Investors Services, LLC
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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