Christopher Carbone, financial advisor Loveland OH

Christopher Carbone

CRD Number: 5589809
Current Firm: Bellwether Investment Services LLC

Christopher Carbone (CRD# 5589809) is an Investment Advisor Representative working at Bellwether Investment Services LLC in Loveland, OH and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Bellwether Investment Services LLC Loveland, OH Jul 2020 - Current 3
National Wealth Management Group, LLC Loveland, OH Jan 2016 - Jul 2020 4
Lpl Financial LLC Loveland, OH Sep 2009 - Jul 2020 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2008
Contact Info for Christopher A. Carbone
Phone Number: 513-382-3620
Registered State(s):
  • OH
Current Firm Details
Bellwether Investment Services LLC
Firm's CRD Number: 306126
By the Numbers
  • Total Assets Under Management
    3
    MILLIONS
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $89,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

OH

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