Bellwether Investment Group, LLC

Bellwether Investment Group, LLC (CRD# 148114) is a financial advisory firm headquartered in Hixson, TN. They manage $123,690,732 in 315 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    124
    MILLION
  • Total Number of Accounts
    315
    ACCOUNTS
  • Average Account Value
    $392,669
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
The map below shows states where this firm has explicit registration only.

AL, FL, GA, IL, MI, NC, OH, TN, TX

Financial Advisors at Bellwether Investment Group, LLC
Showing 1 - 5 of 5 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 30 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 25 years of experience in the finance industry.

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 32 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 23 years of experience in the finance industry.

5
Charles K. Trew
CRD#: 6022327
1287 Dawnville Road Ne, Dalton, GA 30721

Charles Trew (CRD# 6022327) is an Investment Advisor Representative working at Bellwether Investment Group, LLC in Dalton, GA and has 1 year of experience in the finance industry.

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