Bellwether Investment Group, LLC

Bellwether Investment Group, LLC (CRD# 148114) is a financial advisory firm headquartered in Chattanooga, TN. They manage $184,479,268 in 1,185 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
Liberty Tower, Suite 1210, 605 Chestnut Street, Chattanooga, TN 37450
http://www.bellwetherinv.com
By the Numbers
  • Total Assets Under Management
    184
    MILLION
  • Total Number of Accounts
    1,185
    ACCOUNTS
  • Average Account Value
    $155,679
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, FL, GA, NE, TN, TX

Financial Advisors at Bellwether Investment Group, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Suzanne Burrell, financial advisor Chattanooga TN
Suzanne J. Burrell
CRD#: 5390879
Liberty Tower, Suite 1210, 605 Chestnut Street, Chattanooga, TN 37450
96
Wealthminder
score

Suzanne Burrell (CRD# 5390879) is an Investment Advisor Representative working at Bellwether Investment Group, LLC in Chattanooga, TN and has over 9 years of experience in the finance industry. Suzanne Burrell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Stacy Eaton, financial advisor Gainesville GA
Stacy W. Eaton
CRD#: 2368176
310 Brenau Avenue, Gainesville, GA 30501
96
Wealthminder
score

Stacy Eaton (CRD# 2368176) is an Investment Advisor Representative working at Bellwether Investment Group, LLC in Gainesville, GA and has over 23 years of experience in the finance industry. Stacy Eaton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
John Lindsey, financial advisor Chattanooga TN
John A. Lindsey
CRD#: 2323601
6778 Executive Oak Lane, Chattanooga, TN 37421
93
Wealthminder
score

John Lindsey (CRD# 2323601) is an Investment Advisor Representative working at Bellwether Investment Group, LLC in Chattanooga, TN and has over 24 years of experience in the finance industry.

4
Notley Maddox, financial advisor Chattanooga TN
Notley S. Maddox
CRD#: 2202879
6778 Executive Oak Lane, Chattanooga, TN 37421
93
Wealthminder
score

Notley Maddox (CRD# 2202879) is an Investment Advisor Representative working at Bellwether Investment Group, LLC in Chattanooga, TN and has over 25 years of experience in the finance industry.

5
Mark Massey, financial advisor Little Rock AR
Mark P. Massey
CRD#: 5862535
415 North Mckinley Street, Suite 280r, Little Rock, AR 72205
93
Wealthminder
score

Mark Massey (CRD# 5862535) is an Investment Advisor Representative working at Bellwether Investment Group, LLC in Little Rock, AR and has over 6 years of experience in the finance industry.

6
Jeffrey Shelton, financial advisor Chattanooga TN
Jeffrey G. Shelton
CRD#: 4061743
Liberty Tower, Suite 1210, 605 Chestnut Street, Chattanooga, TN 37450
93
Wealthminder
score

Jeffrey Shelton (CRD# 4061743) is an Investment Advisor Representative working at Bellwether Investment Group, LLC in Chattanooga, TN and has over 10 years of experience in the finance industry.

7
Samuel Simpson, financial advisor Chattanooga TN
Samuel D. Simpson
CRD#: 835124
1506a Mccallie Avenue, Chattanooga, TN 37404
93
Wealthminder
score

Samuel Simpson (CRD# 835124) is an Investment Advisor Representative working at Bellwether Investment Group, LLC in Chattanooga, TN and has over 35 years of experience in the finance industry.

8
Martin Summitt, financial advisor Chattanooga TN
Martin D. Summitt
CRD#: 2168840
6778 Executive Oak Lane, Chattanooga, TN 37421
93
Wealthminder
score

Martin Summitt (CRD# 2168840) is an Investment Advisor Representative working at Bellwether Investment Group, LLC in Chattanooga, TN and has over 25 years of experience in the finance industry.

9
Connie West, financial advisor Chattanooga TN
Connie L. West
CRD#: 4066633
6778 Executive Oak Lane, Chattanooga, TN 37421
93
Wealthminder
score

Connie West (CRD# 4066633) is an Investment Advisor Representative working at Bellwether Investment Group, LLC in Chattanooga, TN and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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