Bellwether Investment Group, LLC

Bellwether Investment Group, LLC (CRD# 148114) is a financial advisory firm headquartered in Hixson, TN. They manage $140,045,000 in 640 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
5502 Hixson Pike, Suite G, Hixson, TN 37343
http://www.bellwetherinv.com
By the Numbers
  • Total Assets Under Management
    140
    MILLION
  • Total Number of Accounts
    640
    ACCOUNTS
  • Average Account Value
    $218,820
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, FL, GA, LA, MI, NC, OH, TN, TX

Financial Advisors at Bellwether Investment Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
John Lindsey, financial advisor Hixson TN
John A. Lindsey
CRD#: 2323601
5502 Hixson Pike, Suite G, Hixson, TN 37343

John Lindsey (CRD# 2323601) is an Investment Advisor Representative working at Bellwether Investment Group, LLC in Hixson, TN and has over 29 years of experience in the finance industry.

2
Lance Ray, financial advisor Holly Springs NC
Lance R. Ray
CRD#: 3066927
Holly Springs, NC

Lance Ray (CRD# 3066927) is an Investment Advisor Representative working at Bellwether Investment Group, LLC in Holly Springs, NC and has over 23 years of experience in the finance industry. Lance Ray 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
Martin Summitt, financial advisor Chattanooga TN
Martin D. Summitt
CRD#: 2168840
633 Chestnut Street, Republic Centre, Suite 1020, Chattanooga, TN 37450

Martin Summitt (CRD# 2168840) is an Investment Advisor Representative working at Bellwether Investment Group, LLC in Chattanooga, TN and has over 30 years of experience in the finance industry.

4
Connie West, financial advisor Hixson TN
Connie L. West
CRD#: 4066633
5502 Hixson Pike, Suite G, Hixson, TN 37343

Connie West (CRD# 4066633) is an Investment Advisor Representative working at Bellwether Investment Group, LLC in Hixson, TN and has over 22 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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals