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Connie Lee West

BELLWETHER INVESTMENT GROUP, LLC·HIXSON, Tennessee
Series 7, Series 31, Series 63, Series 65Clean record22 years registeredBELLWETHER 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 · 22 years registered
Brand Profile
Not yet started
01

Career History

BELLWETHER INVESTMENT GROUP, LLC
Nov 2008 – present
RAYMOND JAMES FINANCIAL SERVICES
Mar 2004 – Oct 2008
CHATTANOOGA, TN
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 31
Series 63
Series 65
Registration record
First registered · March 31, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BELLWETHER INVESTMENT GROUP, LLC
CRD 148114 · SEC 801-69529
AUM
$124M
Regulatory assets under management
Employees
6
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 →
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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
CFP
Martin Dyer Summitt
HIXSON, TN
John Allen Lindsey
HIXSON, TN
Celeste Mari Friend
CHATTANOOGA, TN
CFP

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