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NBZ INVESTMENT ADVISORS, LLC
NBZ INVESTMENT ADVISORS, LLC
KNOXVILLE, Tennessee
·
5 registered advisors
·
CRD# 123902
SEC# 801-62087
0
865.584.1184
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 Planning
Investment Management
04
Advisors at NBZ INVESTMENT ADVISORS, LLC
5 registered advisors
Bradley Edward Stooksbury
KNOXVILLE, Tennessee
CRD# 7347340
Jeffrey Halver Novinger
KNOXVILLE, Tennessee
CRD# 4602506
Kimberly Michelle Peters
KNOXVILLE, Tennessee
CRD# 7347514
Lucinda Jensen Segers
KNOXVILLE, Tennessee
CRD# 6822493
Richard Ira Zivi
KNOXVILLE, Tennessee
CRD# 4602508
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
.