Nbz Investment Advisors, LLC

Nbz Investment Advisors, LLC (CRD# 123902) is a financial advisory firm headquartered in Knoxville, TN. They manage $322,432,156 in 447 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
6322 Deane Hill Drive, Knoxville, TN 37919
http://www.nbzinvest.com
By the Numbers
  • Total Assets Under Management
    322
    MILLION
  • Total Number of Accounts
    447
    ACCOUNTS
  • Average Account Value
    $721,325
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
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 Copeland, financial advisor Knoxville TN
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 23 years of experience in the finance industry.

2
Bradley Haston, financial advisor Knoxville TN
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 6 years of experience in the finance industry.

3
Lucinda Segers, financial advisor Knoxville TN
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 6 years of experience in the finance industry.

4
Richard Zivi, financial advisor Knoxville TN
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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