Randy Lynn Puckett
Investment adviser representative at Cosey Financial Services, Inc.
13 yearsExperience
1 stateRegistered in
$123.7MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Cosey Financial Services, Inc.Apr 2026 to now
- Cosey Financial Servcies, Inc.Oct 2017 to now
- Financial Partners Group, LLCMar 2013 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (TN).
Cosey Financial Services, Inc.
$123.7MAssets managed
404Clients
3Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4973225
- Firm CRD
- 140175