Unclaimed Profile

Lucinda Jensen Segers

NBZ INVESTMENT ADVISORS, LLC·KNOXVILLE, Tennessee

Clean recordNBZ 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lucinda Jensen Segers 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

NBZ INVESTMENT ADVISORS, LLC

AUM

$322M

Regulatory assets under management

Employees

Total firm employees

View all advisors at NBZ INVESTMENT ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6822493

Firm CRD# 123902

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lucinda Jensen Segers offer?

Lucinda Jensen Segers specializes in Financial Planning, Investment Management. Contact their office in KNOXVILLE, Tennessee for a consultation.

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, working with NBZ INVESTMENT ADVISORS, LLC. Their office serves clients in the KNOXVILLE metropolitan area and surrounding communities.

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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