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Gregory Michael Herman

Lbmc Investment Advisors, LLC

Brentwood, TN

CRD 4368476

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Employer firm

Lbmc Investment Advisors, LLC CRD 108943

$2.23B regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lbmc Investment Advisors, Llc

201 Franklin Road Suite 400, Brentwood, TN 37027 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2015-03-06
TN RA APPROVED 2004-03-11
  • TX RA
    APPROVED
    Since 2015-03-06
  • TN RA
    APPROVED
    Since 2004-03-11

Branch Locations

201 Franklin Road Suite 400, Brentwood, TN 37024-1869 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lbmc Investment Advisors, Llc Brentwood TN 11/1999 Present
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CALDWELL ADVISORS, LLC
TRANQUILITY PARTNERS, LLC

Nearby Investors

BARRY KIRK MCCALL
BENJAMIN THOMAS BASS
STERLING AUSTIN COLEY

Nearby Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BRENTWOOD, TN
CALDWELL ADVISORS, LLC · BRENTWOOD, TN
TRANQUILITY PARTNERS, LLC · BRENTWOOD, TN

More in Brentwood, TN

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