Bellwether Investment Group, LLC

Bellwether Investment Group, LLC (CRD# 148114) is a financial advisory firm headquartered in Hixson, TN. They manage $107,463,686 in 602 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    107
    MILLION
  • Total Number of Accounts
    602
    ACCOUNTS
  • Average Account Value
    $178,511
Compensation Options
  • A percentage of assets under your management
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, MI, NC, OH, TN, TX

Financial Advisors at Bellwether Investment Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
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 27 years of experience in the finance industry.

2
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 21 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 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 29 years of experience in the finance industry.

4
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 20 years of experience in the finance industry.

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