Unclaimed Profile

Celeste Mari Friend

BELLWETHER INVESTMENT GROUP, LLC·CHATTANOOGA, Tennessee

SIE, Series 7, Series 26, Series 31, Series 63, Series 66CFPClean record22 years registeredBELLWETHER INVESTMENT GROUP, LLC

6778 EXECUTIVE OAK LANE, CHATTANOOGA, TN 37421CRD# 4460059Firm CRD# 148114

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Celeste Mari Friend · CHATTANOOGA, TN

Registration

CRD #4460059 · BELLWETHER INVESTMENT GROUP, LLC · 22 years registered

Brand Profile

Not yet started

Career History

VOYA FINANCIAL ADVISORS, INC.

Apr 2023 – present

VALIC FINANCIAL ADVISORS, INC.

Feb 2013 – Mar 2023

BRENTWOOD, TN

BELLWETHER INVESTMENT GROUP, LLC

Nov 2008 – Jan 2013

CHATTANOOGA, TN

RAYMOND JAMES FINANCIAL SERVICES

May 2006 – Oct 2008

CHATTANOOGA, TN

FTB ADVISORS, INC.

Aug 2005 – May 2006

CHATTANOOGA, TN

MORGAN STANLEY

Jan 2004 – Jul 2005

CHATTANOOGA, TN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 26

Series 31

Series 63

Series 66

Registration record

First registered · January 27, 2004

Years registered · 22

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BELLWETHER INVESTMENT GROUP, LLC

CRD 148114 · SEC 801-69529

AUM

$124M

Regulatory assets under management

Employees

315 client accounts

Services offered by BELLWETHER INVESTMENT GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BELLWETHER INVESTMENT GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Celeste Mari Friend offer?

Celeste Mari Friend specializes in Financial Planning, Investment Management. Contact their office in CHATTANOOGA, Tennessee for a consultation.

What are Celeste Mari Friend's credentials?

Celeste Mari Friend holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Celeste Mari Friend located?

Celeste Mari Friend is based in CHATTANOOGA, Tennessee, working with BELLWETHER INVESTMENT GROUP, LLC. Their office serves clients in the CHATTANOOGA metropolitan area and surrounding communities.

How does Celeste Mari Friend charge for services?

Celeste Mari Friend's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BELLWETHER INVESTMENT GROUP, LLC?

BELLWETHER INVESTMENT GROUP, LLC has approximately 6 employees and manages $124M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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