Randy Puckett has been an investment adviser representative at Cosey Financial Services since October 2017, and is not listed among the firm’s executive officers or direct owners. Randy Puckett holds a B.S. from Belmont University.
Cosey Financial Services, Inc. is a Knoxville, TN firm with $124M under management, 404 clients and 3 advisers across 3 offices, as of its February 2026 filing.
Randy Puckett is Financial Planner and Investment Advisor of Cosey Financial Services. He started his career in financial planning in 2005 and has been with Cosey Financial Services since 2017. He works with clients to develop a full financial plan for all stages of life and specializes in accumulation, distribution bucket strategies and organizing investments to help minimize taxes.
Randy Puckett’s longest registration is the current one, 9 years at Cosey Financial Services since 2017. Before joining Cosey Financial Services in 2017, Randy Puckett was registered through Financial Partners Group, LLC and MML Investors Services, LLC.
- – present · 9 yearsHendersonville, TN · Adviser representative · Firm CRD 140175
- Financial Partners Group, LLC– · 4 yearsGallatin, TN · Adviser representative · Firm CRD 165856
- MML Investors Services, LLC– · 5 yearsGallatin, TN · Adviser representative · Firm CRD 10409
- Merrill Lynch Pierce Fenner & Smith Inc.– · 1 yearNashville, TN · Adviser representative · Firm CRD 7691
Professional designations
Listed by Cosey Financial Services
- Chartered Retirement Planning Counselor (CRPC®)
Investment adviser representative registrations
Randy Puckett is registered as an investment adviser representative in Tennessee, since October 2017.
- TennesseeSince 18 October 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 6 October 2005 |
| Series 7 | General Securities Representative Examination | 9 August 2005 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Randy Lynn Puckett
- CRD
- 4973225
- Firm
- Cosey Financial Services · CRD 140175
- Office
- Hendersonville, TN
- Registration
- Investment adviser registration
- In the industry since
- November 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- coseyfinancial.com
Where does Randy Puckett work?
Randy Puckett is an investment adviser representative registered through Cosey Financial Services, Inc. since October 2017, and is not listed among the firm’s executive officers or direct owners.
Is Randy Puckett a financial advisor?
Yes. Randy Puckett has a current investment-adviser registration in Tennessee, through Cosey Financial Services since October 2017.
How many years of experience does Randy Puckett have?
Randy Puckett has 20 years in the financial industry, since November 2005, across 4 adviser firms.
What exams has Randy Puckett passed?
Randy Puckett has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2005.
Where did Randy Puckett work before Cosey Financial Services?
Before Cosey Financial Services, Randy Puckett was registered through MML Investors Services, LLC, August 2007 to February 2013; Merrill Lynch Pierce Fenner & Smith Inc., October 2005 to August 2007.
Where is Randy Puckett based?
Randy Puckett’s registered office is in Hendersonville, TN.
Is Randy Puckett registered with FINRA?
No. Randy Puckett has no current broker registration.
How can I verify Randy Puckett’s record?
Search CRD 4973225 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Randy Puckett’s full registration record.
