Amanda Copeland (CRD# 4024066) is an Investment Advisor Representative working at Nbz Investment Advisors, LLC in Knoxville, TN and has over 23 years of experience in the finance industry.
CRD# 5686846
Primerica Advisors
CRD# 4511877
Ubs Financial Services Inc.
CRD# 2790169
Silver Oak Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Novinger Ball & Zivi Pc | Knoxville, TN | Jun 2007 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2000 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2017 |
- TN
-
Total Assets Under Management322MILLIONS
-
Total Number of Accounts447ACCOUNTS
-
Average Account Value$721,325
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
TN
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