Amanda Maples Copeland
Investment adviser representative at Nbz Investment Advisors, LLC
19 yearsExperience
1 stateRegistered in
$431.2MFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Nbz Investment Advisors, LLCOct 2017 to now
- Novinger Ball & Zivi PcJun 2007 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (TN).
Nbz Investment Advisors, LLC
$431.2MAssets managed
199Clients
3Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4024066
- Firm CRD
- 123902