Bellwether Investment Group, LLC

Bellwether Investment Group, LLC (CRD# 148114) is a financial advisory firm headquartered in Chattanooga, TN. They manage $235,429,723 in 1,420 accounts and serve the financial needs of clients across 7 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
    235
    MILLION
  • Total Number of Accounts
    1,420
    ACCOUNTS
  • Average Account Value
    $165,796
Compensation Options
  • A percentage of assets under your management
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, GA, MI, NC, OH, TN, TX

Financial Advisors at Bellwether Investment Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Lance Ray, financial advisor Holly Springs NC
Lance R. Ray
CRD#: 3066927
Holly Springs, NC
96
Wealthminder
score

Lance Ray (CRD# 3066927) is an Investment Advisor Representative working at Bellwether Investment Group, LLC in Holly Springs, NC and has over 19 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.

2
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 25 years of experience in the finance industry.

3
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 26 years of experience in the finance industry.

4
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 18 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