AdvisorOS Directory
Claim Profile
LR

Lance Robert Ray

BELLWETHER INVESTMENT GROUP, LLC·HIXSON, Tennessee
Unclaimed Profile
5502 HIXSON PIKE, HIXSON, TN 37343CRD# 3066927Firm CRD# 148114
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
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
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in HIXSON?

Browse all registered financial advisors in HIXSON, Tennessee or claim this profile if it's yours.

Browse HIXSON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in HIXSON
Joe David Franklin — INNOVATIVE ADVISORY PARTNERS, LLCMartin Dyer Summitt — BELLWETHER INVESTMENT GROUP, LLCConnie Lee West — BELLWETHER INVESTMENT GROUP, LLCJohn Allen Lindsey — BELLWETHER INVESTMENT GROUP, LLC
Nearby cities in Tennessee
NASHVILLE (391)MEMPHIS (374)CHATTANOOGA (164)KNOXVILLE (157)BRENTWOOD (154)
City Guides
NASHVILLE GuideMEMPHIS GuideCHATTANOOGA GuideKNOXVILLE GuideBRENTWOOD Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile