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Connie Lee West

BELLWETHER INVESTMENT GROUP, LLC·HIXSON, Tennessee
Clean recordBELLWETHER INVESTMENT GROUP, LLC
5502 HIXSON PIKE, HIXSON, TN 37343CRD# 4066633Firm CRD# 148114

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Connie Lee West · HIXSON, TN
Registration
CRD #4066633 · BELLWETHER INVESTMENT GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Connie Lee West is a registered financial advisor based in HIXSON, Tennessee, affiliated with BELLWETHER INVESTMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BELLWETHER INVESTMENT GROUP, LLC
BELLWETHER INVESTMENT GROUP, LLC
AUM
$124M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at BELLWETHER INVESTMENT GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4066633
Firm CRD# 148114
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Connie Lee West offer?
Connie Lee West specializes in Financial Planning, Investment Management. Contact their office in HIXSON, Tennessee for a consultation.
What are Connie Lee West's credentials?
Connie Lee West is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Connie Lee West located?
Connie Lee West is based in HIXSON, Tennessee, working with BELLWETHER INVESTMENT GROUP, LLC. Their office serves clients in the HIXSON metropolitan area and surrounding communities.
How does Connie Lee West charge for services?
Connie Lee West'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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Other Advisors at BELLWETHER INVESTMENT GROUP, LLC

Lance Robert Ray
HIXSON, TN
John Allen Lindsey
HIXSON, TN
Martin Dyer Summitt
HIXSON, TN
Celeste Mari Friend
CHATTANOOGA, TN

More Advisors in HIXSON, Tennessee

Joe David Franklin
INNOVATIVE ADVISORY PARTNERS, LLC·HIXSON, TN

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Nearby cities in Tennessee
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Research
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