Nbz Investment Advisors, LLC

Nbz Investment Advisors, LLC (CRD# 123902) is a financial advisory firm headquartered in Knoxville, TN. They manage $170,142,948 in 352 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    170
    MILLION
  • Total Number of Accounts
    352
    ACCOUNTS
  • Average Account Value
    $483,361
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TN

Financial Advisors at Nbz Investment Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Amanda M. Copeland
CRD#: 4024066
4110 Sutherland Avenue, Knoxville, TN 37919
93
Wealthminder
score

Amanda Copeland (CRD# 4024066) is an Investment Advisor Representative working at Nbz Investment Advisors, LLC in Knoxville, TN and has over 17 years of experience in the finance industry.

2
Bradley J. Haston
CRD#: 6491851
4110 Sutherland Avenue, Knoxville, TN 37919
87
Wealthminder
score

Bradley Haston (CRD# 6491851) is an Investment Advisor Representative working at Nbz Investment Advisors, LLC in Knoxville, TN and has 1 year of experience in the finance industry.

3
Jeffrey H. Novinger
CRD#: 4602506
4110 Sutherland Avenue, Knoxville, TN 37919
87
Wealthminder
score

Jeffrey Novinger (CRD# 4602506) is an Investment Advisor Representative working at Nbz Investment Advisors, LLC in Knoxville, TN and has 1 year of experience in the finance industry.

4
Lucinda J. Segers
CRD#: 6822493
4110 Sutherland Avenue, Knoxville, TN 37919
87
Wealthminder
score

Lucinda Segers (CRD# 6822493) is an Investment Advisor Representative working at Nbz Investment Advisors, LLC in Knoxville, TN and has 1 year of experience in the finance industry.

5
Richard I. Zivi
CRD#: 4602508
4110 Sutherland Avenue, Knoxville, TN 37919
87
Wealthminder
score

Richard Zivi (CRD# 4602508) is an Investment Advisor Representative working at Nbz Investment Advisors, LLC in Knoxville, TN and has 1 year of experience in the finance industry.

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