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Last updated: January 21st, 2020. Data source: SEC filings.
LBMC Investment Advisors, federally registered in 1998, is a Registered Investment Advisor (RIA) in 8 state(s) with a licensed staff of 6 advisors. LBMC Investment Advisors manages $1.1 billion and provides investment advisory services for 374 clients (1:63 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Top 5%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||13|
|Percentage of Advisors Trusted||100%|
|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?6 months ago
Currently, LBMC Investment Advisors only has offices Tennessee but can work with clients in multiple states including Kentucky.