Last updated: October 16th, 2019. Data source: SEC filings.
|Rank (United States)||Top 5%|
|Advisors Directory||View Directory|
|Top Advisor||Gregory Michael Herman|
|Avg Advisor Trust Score||98|
|Avg Advisor Years Registered||13|
|Average Client Balance||$2,845,832|
|Total AUM||$1.1 billion|
|Advisor / Client Ratio||1:63|
|SEC Filings||Forms and Brochures (CRD # 108943)|
|State(s) Registered||AL, FL, GA, KY, LA, MS, TN, TX|
John wrote: Do you have a financial advisor in Louisville, KY?3 months ago
Currently, LBMC Investment Advisors only has offices Tennessee but can work with clients in multiple states including Kentucky.