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Lance Robert Ray

BELLWETHER INVESTMENT GROUP, LLC·HIXSON, Tennessee
SIE, Series 6, Series 7, Series 24, Series 31, Series 63CFPClean record19 years registeredBELLWETHER 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 · 19 years registered
Brand Profile
Not yet started
01

Career History

BELLWETHER INVESTMENT GROUP, LLC
Sep 2016 – present
CANTELLA & CO., INC.
Sep 2006 – Sep 2016
HOLLY SPRINGS, NC
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 31
Series 63
Registration record
First registered · September 29, 2006
Years registered · 19
Professional designation · CFP
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 →
Introduction

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

Martin Dyer Summitt
HIXSON, TN
John Allen Lindsey
HIXSON, TN
Celeste Mari Friend
CHATTANOOGA, TN
CFP
Connie Lee West
HIXSON, TN

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