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John Allen Lindsey

Bellwether Investment Group, LLC

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About John Allen Lindsey

John Allen Lindsey is an investment advisor representative of Bellwether Investment Group, LLC. John is a registered investment advisor in Tennessee. John has been in the industry since 1993. John is also a Personal Financial Specialist. John has experience in providing financial planning, portfolio management for individuals, and selection of other advisors. John's previous firms include Raymond James Financial Services, Inc., Allstate Financial Services, LLC, First Tennessee Brokerage, Inc., AmSouth Investment Services, Inc., SunTrust Securities, Inc., and J.J.B. Hilliard, W.L. Lyons, Inc.

Firm Information

John Lindsey is currently registered with Bellwether Investment Group, LLC. Bellwether Investment Group, LLC is an investment advisor based in Hixson, Tennessee. The firm has 6 investment advisor representatives and manages approximately $137,134,578 in client assets. Bellwether Investment Group, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. The firm primarily works with high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth clients.
Bellwether Investment Group, LLC

5502 HIXSON PIKE

HIXSON, TN 37343

$137.13M

Assets Under Management

5

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Lindsey’s Registration & Firm History

TN

11/19/2008 - Present

Bellwether Investment Group, LLC (HIXSON TN)

TN

07/24/2006 - 10/14/2008

RAYMOND JAMES FINANCIAL SERVICES, INC. (HIXSON TN)

TN

07/07/2005 - 07/25/2006

ALLSTATE FINANCIAL SERVICES, LLC (HIXSON TN)

TN

01/06/1999 - 07/05/2005

FIRST TENNESSEE BROKERAGE, INC. (MEMPHIS TN)

AL

06/27/1997 - 01/05/1999

AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)

GA

02/04/1997 - 06/12/1997

SUNTRUST SECURITIES, INC. (ATLANTA GA)

AL

04/07/1995 - 02/03/1997

AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)

KY

04/14/1993 - 04/07/1995

J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)

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Licenses & Designations

IA

Issued 04/25/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/29/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/30/2003

Series 24 - General Securities Principal Examination

BC

Issued 04/13/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Allen Lindsey.
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