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Kimberly Michelle Peters

NBZ INVESTMENT ADVISORS, LLC·KNOXVILLE, Tennessee
Clean recordNBZ INVESTMENT ADVISORS, LLC
6322 DEANE HILL DRIVE, KNOXVILLE, TN 37919CRD# 7347514Firm CRD# 123902

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kimberly Michelle Peters · KNOXVILLE, TN
Registration
CRD #7347514 · NBZ INVESTMENT ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kimberly Michelle Peters is a registered financial advisor based in KNOXVILLE, Tennessee, affiliated with NBZ INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
NBZ INVESTMENT ADVISORS, LLC
NBZ INVESTMENT ADVISORS, LLC
AUM
$322M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at NBZ INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7347514
Firm CRD# 123902
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kimberly Michelle Peters offer?
Kimberly Michelle Peters specializes in Financial Planning, Investment Management. Contact their office in KNOXVILLE, Tennessee for a consultation.
What are Kimberly Michelle Peters's credentials?
Kimberly Michelle Peters is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly Michelle Peters located?
Kimberly Michelle Peters is based in KNOXVILLE, Tennessee, working with NBZ INVESTMENT ADVISORS, LLC. Their office serves clients in the KNOXVILLE metropolitan area and surrounding communities.
How does Kimberly Michelle Peters charge for services?
Kimberly Michelle Peters'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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Other Advisors at NBZ INVESTMENT ADVISORS, LLC

Richard Ira Zivi
KNOXVILLE, TN
Lucinda Jensen Segers
KNOXVILLE, TN
Bradley Edward Stooksbury
KNOXVILLE, TN
Jeffrey Halver Novinger
KNOXVILLE, TN

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Research
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