LBMC RETIREMENT PLAN COMPANY, LLC
CRD #111613 SEC #801-58255 BRENTWOOD, TN 615-986-5500
SEC Registered
Total AUM
$31.6M
Discretionary
$0
Employees
--
Clients
--
Accounts
33
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 22, 2002
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CAIN, ROY, MICHAEL | I | DIRECTOR | NA | Control |
| CAIN, ROY, MICHAEL | I | DIRECTOR | NA | Control |
| CAIN, ROY, MICHAEL | I | DIRECTOR | NA | Control |
| MORGAN, DAVID, KENNETH | I | SECRETARY, DIRECTOR | NA | Control |
| MORGAN, DAVID, KENNETH | I | SECRETARY, DIRECTOR | NA | Control |
| MORGAN, DAVID, KENNETH | I | SECRETARY, DIRECTOR | NA | Control |
| KOPRA, JOHN, KEVIN | I | CHIEF MANAGER, DIRECTOR | D | Control |
| KOPRA, JOHN, KEVIN | I | CHIEF MANAGER, DIRECTOR | D | Control |
| KOPRA, JOHN, KEVIN | I | CHIEF MANAGER, DIRECTOR | D | Control |
| LBMC FINANCIAL SERVICES, LLC | DE | PARENT COMPANY | D | Control |
| LBMC FINANCIAL SERVICES, LLC | DE | PARENT COMPANY | D | Control |
| LBMC FINANCIAL SERVICES, LLC | DE | PARENT COMPANY | D | Control |
Registrations
Federal
IA
Mar 22, 2002 REGISTERED
Notice Filings (2)
KY TN
Address
5250 VIRGINIA WAYBRENTWOOD, TN 37024-1429
USA
Phone: 615-986-5500