Lbmc Investment Advisors, LLC
Lbmc Investment Advisors, LLC (CRD# 108943) is a financial advisory firm headquartered in Brentwood, TN. They manage $1,896,867,329 in 1,466 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management1,897MILLION
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Total Number of Accounts1,466ACCOUNTS
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Average Account Value$1,293,907
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, CA, FL, GA, KY, LA, MS, TN, TX
Derek Bland (CRD# 4910595) is an Investment Advisor Representative working at Lbmc Investment Advisors, LLC in Brentwood, TN and has over 17 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.
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.
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.
Robert Jordan (CRD# 2581597) is an Investment Advisor Representative working at Lbmc Investment Advisors, LLC in Brentwood, TN and has over 27 years of experience in the finance industry.
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.
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.