Bradley
Haston

Nbz Investment Advisors, LLC

CRD#6491851
Investment Advisor
in Knoxville, TN

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About this Advisor

Bradley Haston is a financial advisor based in Knoxville, Tennessee, working with Nbz Investment Advisors, LLC. Bradley has previously held positions at Miller Tanner Associates, Student, Waddell & Reed, Waddell & Reed, Inc, and Novinger, Ball & Zivi, Pc. Bradley has passed the Series 65 regulatory exam and is registered to provide services in Tennessee. Currently, Bradley is part of Nbz Investment Advisors, LLC, which operates out of Knoxville, Tennessee. The firm has 7 employees and manages assets totaling $322.4 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at Nbz Investment Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6322 Deane Hill Drive
Knoxville, TN 37919

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Nbz Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$322,432,156

TN Average: $730,596,643
Total Number of Employees

7

TN Average: 15
Total Number of Accounts

447

TN Average: 968
Average Account Size

$721,325

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other

Bradley Haston Work History

2022 - Present (2 years)

Novinger, Ball & Zivi, Pc

2016 - 2022 (6 years)

Novinger, Ball & Zivi, Pc

2015 - 2015 (< 1 year)

Waddell & Reed

2015 - 2015 (< 1 year)

Waddell & Reed, Inc

2014 - 2015 (1 year)

Student

2012 - 2014 (2 years)

Miller Tanner Associates

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Disclosures

Please visit the SEC profile of Bradley Haston to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Nbz Investment Advisors, LLC

Bradley Haston
Knoxville, TN
Amanda Copeland
Knoxville, TN
Lucinda Segers
Knoxville, TN
Richard Zivi
Knoxville, TN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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