Bellwether Investment Group, LLC
Bellwether Investment Group, LLC (CRD# 148114) is a financial advisory firm headquartered in Hixson, TN. They manage $123,690,732 in 315 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management124MILLION
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Total Number of Accounts315ACCOUNTS
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Average Account Value$392,669
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, FL, GA, IL, MI, NC, OH, TN, TX
John Lindsey (CRD# 2323601) is an Investment Advisor Representative working at Bellwether Investment Group, LLC in Hixson, TN and has over 31 years of experience in the finance industry.
Lance Ray (CRD# 3066927) is an Investment Advisor Representative working at Bellwether Investment Group, LLC in Holly Springs, NC and has over 25 years of experience in the finance industry.
Martin Summitt (CRD# 2168840) is an Investment Advisor Representative working at Bellwether Investment Group, LLC in Chattanooga, TN and has over 32 years of experience in the finance industry.
Connie West (CRD# 4066633) is an Investment Advisor Representative working at Bellwether Investment Group, LLC in Hixson, TN and has over 24 years of experience in the finance industry.
Charles Trew (CRD# 6022327) is an Investment Advisor Representative working at Bellwether Investment Group, LLC in Hixson, TN and has 1 year of experience in the finance industry.