NBZ INVESTMENT ADVISORS, LLC

KNOXVILLE, Tennessee·5 registered advisors·CRD# 123902
SEC# 801-620870865.584.1184
01

Firm Overview

AUM
$322M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at NBZ INVESTMENT ADVISORS, LLC

5 registered advisors
Bradley Edward Stooksbury
KNOXVILLE, Tennessee
Jeffrey Halver Novinger
KNOXVILLE, Tennessee
Kimberly Michelle Peters
KNOXVILLE, Tennessee
Lucinda Jensen Segers
KNOXVILLE, Tennessee
Richard Ira Zivi
KNOXVILLE, Tennessee
05

Office Locations

KNOXVILLE, Tennessee
5 advisors

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Data sourced from SEC Form ADV filings. NBZ INVESTMENT ADVISORS, LLC (CRD# 123902) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.