Inactive

John Allen Lindsey

Bellwether Investment Group, LLC

CRD 2323601

Claim This Profile

Employer firm

Bellwether Investment Group, LLC CRD 148114

$155M regulatory AUM 11 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Bellwether Investment Group, Llc

5502 Hixson Pike Suite G, Hixson, TN 37343 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-12-02
TN	RA	APPROVED	2008-11-19

FL RA
APPROVED

Since 2025-12-02
TN RA
APPROVED

Since 2008-11-19

Branch Locations

5502 Hixson Pike Suite G, Hixson, TN 37343 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Bellwether Investment Group, Llc	Hixson	TN	08/2008	Present

08/2008 → Present

Bellwether Investment Group, Llc

Hixson, TN

Previous Registrations

2006-08-15 → 2008-10-14

Raymond James Financial Services, Inc.

Hixson, TN
2004-03-12 → 2005-07-05

First Horizon Advisors, Inc.

Chattanooga, TN

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1996-04-25
S63	Uniform Securities Agent State Law Examination	1993-04-29

S65 Uniform Investment Adviser Law Examination

1996-04-25
S63 Uniform Securities Agent State Law Examination

1993-04-29

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC

MML INVESTORS SERVICES, LLC

TRUIST ADVISORY SERVICES, INC.

Nearby Investors

CONNIE LEE WEST

Adivaraha Jayasankar

CHARLES KENNETH TREW

Nearby Offices

LPL FINANCIAL LLC · HIXSON, TN

MML INVESTORS SERVICES, LLC · Hixson, TN

TRUIST ADVISORY SERVICES, INC. · HIXSON, TN

More in Hixson, TN

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor