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Lance Robert Ray

BELLWETHER INVESTMENT GROUP, LLC·HIXSON, Tennessee
Clean recordBELLWETHER INVESTMENT GROUP, LLC
5502 HIXSON PIKE, HIXSON, TN 37343CRD# 3066927Firm CRD# 148114

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lance Robert Ray · HIXSON, TN
Registration
CRD #3066927 · BELLWETHER INVESTMENT GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lance Robert Ray 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# 3066927
Firm CRD# 148114
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lance Robert Ray offer?
Lance Robert Ray specializes in Financial Planning, Investment Management. Contact their office in HIXSON, Tennessee for a consultation.
What are Lance Robert Ray's credentials?
Lance Robert Ray is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lance Robert Ray located?
Lance Robert Ray 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 Lance Robert Ray charge for services?
Lance Robert Ray'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

Connie Lee West
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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