LBMC Investment Advisors LLC
Nombre legal: LBMC INVESTMENT ADVISORS LLC
Detalles de contacto completos
LBMC Investment Advisors LLC
201 FRANKLIN ROAD, SUITE 400, BRENTWOOD, TN
615-377-4603
615-309-2686
Otra información
LBMC Investment Advisors LLC, una empresa con sede en Tennessee, ha estado proporcionando servicios de asesoría de inversión desde 1998. Con un equipo de ocho profesionales, incluidos cuatro en roles de asesoramiento, atiende a un cliente. La firma está registrada en la Comisión de Valores y Bolsa de Estados Unidos, y su estado se considera aprobado a partir del 26 de mayo de 1998.
LBMC Investment Advisors, LLC - Investment Advisors
Our independent, fee-only specialists use coordinated investment and tax advice to create customized investment solutions. Learn more.
LBMC | Tax Audit HR Security Tech | CPA Advisors Consultants
LBMC, a professional services CPA firm, offers consulting, accounting, tax, audit, advisory, human resources, staffing, security, and technology services with offices in Chattanooga, Knoxville, Nashville, Atlanta, and Charlotte.
Propietarios directos
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DAVID KENNETH MORGAN
SECRETARY, DIRECTOR posee menos de 5%
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DEREK CHRISTOPHER BLAND
INVESTMENT ADVISER posee más del 5% pero menos del 10%
-
GREGORY MICHAEL HERMAN
PRESIDENT, DIRECTOR posee más del 10% pero menos del 25%
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LBMC FINANCIAL SERVICES, LLC
PARENT COMPANY posee más del 50% pero menos del 75%
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ROBERT ANDREW JORDAN
CHIEF COMPLIANCE OFFICER/OPERATIONS posee menos de 5%
-
ROY MICHAEL CAIN
TREASURER, DIRECTOR posee menos de 5%
Propietarios indirectos
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JOHN ALFRED LITCHFIELD
TREASURER
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Noticias
- Navigating the Shifts: A Glimpse into Lbmc Investment Advisors' Strategic Movements in Q1 2024
- LBMC Investment Advisors, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison
- Lbmc Investment Advisors, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
- LBMC Investment Advisors, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison
- "Analyzing LBMC Investment Advisors' Q4 2022 vs. Q1 2023 13F Holdings: Changes, Trends, and Insights"
Top Holdings
- INVESCO EXCHANGETRAD $136,445k
- ISHARES TR CORE S&P500 ETF $130,381k
- ISHARES TR RUSSELL 2000 ETF $110,675k
- ISHARES $45,356k
- ISHARES TR CORE HIGH DV ETF $38,581k
- ISHARES TR COHEN&ST RLTY $20,954k
- ISHARES $19,133k
- ISHARES $16,185k
- ISHARES TR CORE MSCI EAFE $14,594k
- VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $14,460k