Lucinda
Segers
Nbz Investment Advisors, LLC
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About this Advisor
Lucinda Segers is a financial advisor working in Knoxville, Tennessee who has 6 years of industry experience. Segers works at Nbz Investment Advisors, LLC. They have been employed by Nbz Investment Advisors, Llc for their total career. Segers maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to work in Tennessee. Nbz Investment Advisors, LLC is a firm that has its headquarters in Knoxville, TN. It handles $266 million in assets under management between its 421 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 421 accounts, 41% are held by high-net-worth investors who have at least $1 million in investable assets. Nbz Investment Advisors, LLC provides a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Financial advisory fee schedules vary depending on the services offered. Fee types charged by Nbz Investment Advisors, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Nbz Investment Advisors, LLC Brokerage Details
$266,359,343
7
421
$632,683
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Lucinda Segers Work History
Lucinda has been registered as a financial advisor for 6 years.*
Novinger Ball & Zivi, Pc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lucinda Segers 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
Knoxville, TN
Knoxville, TN
Knoxville, TN
Knoxville, TN
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