Bellwether Investment Services LLC
Bellwether Investment Services LLC (CRD# 306126) is a financial advisory firm headquartered in , . They manage $2,670,000 in 30 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Bellwether Investment Services LLC
By the Numbers
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Total Assets Under Management3MILLION
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Total Number of Accounts30ACCOUNTS
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Average Account Value$89,000
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH
Financial Advisors at Bellwether Investment Services LLC
1
Christopher Carbone (CRD# 5589809) is an Investment Advisor Representative working at Bellwether Investment Services LLC in Loveland, OH and has over 15 years of experience in the finance industry.
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