Lbmc Investment Advisors, LLC

Lbmc Investment Advisors, LLC (CRD# 108943) is a financial advisory firm headquartered in Brentwood, TN. They manage $941,167,147 in 872 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    941
    MILLION
  • Total Number of Accounts
    872
    ACCOUNTS
  • Average Account Value
    $1,079,320
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, FL, GA, KY, LA, MS, TN, TX

Financial Advisors at Lbmc Investment Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Derek C. Bland
CRD#: 4910595
5250 Virginia Way, Brentwood, TN 37027
96
Wealthminder
score

Derek Bland (CRD# 4910595) is an Investment Advisor Representative working at Lbmc Investment Advisors, LLC in Brentwood, TN and has over 11 years of experience in the finance industry. Derek Bland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Robert A. Jordan
CRD#: 2581597
5250 Virginia Way, Brentwood, TN 37024
93
Wealthminder
score

Robert Jordan (CRD# 2581597) is an Investment Advisor Representative working at Lbmc Investment Advisors, LLC in Brentwood, TN and has over 21 years of experience in the finance industry.

3
Gregory M. Herman
CRD#: 4368476
5250 Virginia Way, Brentwood, TN 37024
90
Wealthminder
score

Gregory Herman (CRD# 4368476) is an Investment Advisor Representative working at Lbmc Investment Advisors, LLC in Brentwood, TN and has 1 year of experience in the finance industry. Gregory Herman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Andrew S. Reid
CRD#: 6447137
5250 Virginia Way, Brentwood, TN 37027
90
Wealthminder
score

Andrew Reid (CRD# 6447137) is an Investment Advisor Representative working at Lbmc Investment Advisors, LLC in Brentwood, TN and has 1 year of experience in the finance industry. Andrew Reid has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Roy M. Cain
CRD#: 4368474
5250 Virginia Way, Brentwood, TN 37024
87
Wealthminder
score

Roy Cain (CRD# 4368474) is an Investment Advisor Representative working at Lbmc Investment Advisors, LLC in Brentwood, TN and has 1 year of experience in the finance industry.

6
David K. Morgan
CRD#: 4368475
5250 Virginia Way, Brentwood, TN 37024
87
Wealthminder
score

David Morgan (CRD# 4368475) is an Investment Advisor Representative working at Lbmc Investment Advisors, LLC in Brentwood, TN and has 1 year of experience in the finance industry.

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