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).
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Total Assets Under Management140MILLION
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Total Number of Accounts640ACCOUNTS
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Average Account Value$218,820
- 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, LA, 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 29 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 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.
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.
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.