Bradley James Haston
Investment adviser representative at Nbz Investment Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$431.2MFirm assets
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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
10 years in the industry.
- Nbz Investment Advisors, LLCJan 2025 to now
- Novinger, Ball & Zivi, PcJan 2016 to now
Designations
- CFP® certification
Exams passed
- 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
- 6491851
- Firm CRD
- 123902