Unclaimed Profile

Lucinda Jensen Segers

NBZ INVESTMENT ADVISORS, LLC·KNOXVILLE, Tennessee

Series 65Clean record9 years registeredNBZ INVESTMENT ADVISORS, LLC

6322 DEANE HILL DRIVE, KNOXVILLE, TN 37919CRD# 6822493Firm CRD# 123902

Profile Verification

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

Identity

Lucinda Jensen Segers · KNOXVILLE, TN

Registration

CRD #6822493 · NBZ INVESTMENT ADVISORS, LLC · 9 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

Aug 2017 – Dec 2025

KNOXVILLE, TN

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 4, 2017

Years registered · 9

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 Lucinda Jensen Segers offer?

Lucinda Jensen Segers specializes in Financial Planning, Investment Management.

What are Lucinda Jensen Segers's credentials?

Lucinda Jensen Segers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lucinda Jensen Segers located?

Lucinda Jensen Segers is based in KNOXVILLE, Tennessee, last registered with NBZ INVESTMENT ADVISORS, LLC.

How does Lucinda Jensen Segers charge for services?

Lucinda Jensen Segers'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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