Nbz Investment Advisors, LLC

Nbz Investment Advisors, LLC (CRD# 123902) is a financial advisory firm headquartered in Knoxville, TN. They manage $301,401,640 in 403 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    301
    MILLION
  • Total Number of Accounts
    403
    ACCOUNTS
  • Average Account Value
    $747,895
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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 - 4 of 4 top financial advisors.
1
Amanda M. Copeland
CRD#: 4024066
6322 Deane Hill Drive, Knoxville, TN 37919

Amanda Copeland (CRD# 4024066) is an Investment Advisor Representative working at Nbz Investment Advisors, LLC in Knoxville, TN and has over 21 years of experience in the finance industry.

2
Bradley J. Haston
CRD#: 6491851
6322 Deane Hill Drive, Knoxville, TN 37919

Bradley Haston (CRD# 6491851) is an Investment Advisor Representative working at Nbz Investment Advisors, LLC in Knoxville, TN and has over 4 years of experience in the finance industry. Bradley Haston has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Lucinda J. Segers
CRD#: 6822493
6322 Deane Hill Drive, Knoxville, TN 37919

Lucinda Segers (CRD# 6822493) is an Investment Advisor Representative working at Nbz Investment Advisors, LLC in Knoxville, TN and has over 4 years of experience in the finance industry.

4
Richard I. Zivi
CRD#: 4602508
6322 Deane Hill Drive, Knoxville, TN 37919

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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