Gregory Michael Herman
Investment adviser representative at Lbmc Investment Advisors, LLC
27 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
27 years in the industry.
- Lbmc Investment Advisors, LLCNov 1999 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Lbmc Investment Advisors, LLC
Legal name: Lbmc Investment Advisors LLC
$2.2BAssets managed
513Clients
4Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4368476
- Firm CRD
- 108943