Unclaimed Profile

Jeffrey Halver Novinger

NBZ INVESTMENT ADVISORS, LLC·KNOXVILLE, Tennessee

Clean record22 years registeredNBZ INVESTMENT ADVISORS, LLC

6322 DEANE HILL DRIVE, KNOXVILLE, TN 37919CRD# 4602506Firm CRD# 123902

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Halver Novinger · KNOXVILLE, TN

Registration

CRD #4602506 · NBZ INVESTMENT ADVISORS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NBZ INVESTMENT ADVISORS, LLC

NBZ INVESTMENT ADVISORS, LLC

Feb 2004 – Jan 2021

KNOXVILLE, TN

Registrations & Exams

Registration record

First registered · February 17, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NBZ INVESTMENT ADVISORS, LLC

CRD 123902 · SEC 801-62087

AUM

$322M

Regulatory assets under management

Employees

447 client accounts

Services offered by NBZ INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NBZ INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Halver Novinger offer?

Jeffrey Halver Novinger specializes in Financial Planning, Investment Management.

What are Jeffrey Halver Novinger's credentials?

Jeffrey Halver Novinger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Halver Novinger located?

Jeffrey Halver Novinger is based in KNOXVILLE, Tennessee, last registered with NBZ INVESTMENT ADVISORS, LLC.

How does Jeffrey Halver Novinger charge for services?

Jeffrey Halver Novinger's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NBZ INVESTMENT ADVISORS, LLC?

NBZ INVESTMENT ADVISORS, LLC has approximately 7 employees and manages $322M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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