Connie West has held the title Member at Bellwether Investment Group since August 2008, is a control person of the firm and directly owns between 25% and 50% of it.
Bellwether Investment Group, LLC is a Hixson, TN firm with $155M under management, 313 clients and 6 advisers across 6 offices, as of its February 2026 filing.
Connie West is Financial Advisor and Partner of Bellwether Investment Group LLC, based in Hixson, TN. She is also a licensed insurance producer. Most recently she was a financial advisor with Raymond James Financial Services, after beginning as a financial advisor with Morgan Stanley in 1999. Her business experience includes 20 years in automobile sales and management.
Connie West’s longest registration is the current one, 17 years at Bellwether Investment Group since 2008. Before joining Bellwether Investment Group in 2008, Connie West was registered through Raymond James Financial Services.
- – present · 17 yearsHixson, TN · Adviser representative · Firm CRD 148114
- Raymond James Financial Services– · 4 yearsChattanooga, TN · Adviser representative · Firm CRD 6694
Investment adviser representative registrations
Connie West is registered as an investment adviser representative in Tennessee, since November 2008.
- TennesseeSince 19 November 2008
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 May 2000 |
| Series 31 | Futures Managed Funds Examination | 22 May 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 5 April 2000 |
| Series 7 | General Securities Representative Examination | 22 March 2000 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Connie Lee West
- CRD
- 4066633
- Firm
- Bellwether Investment Group · CRD 148114
- Role
- Member
- Office
- 5502 HIXSON PIKE, SUITE G, Hixson, TN 37343
- Registration
- Investment adviser registration
- In the industry since
- May 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bellwetherinv.com
Where does Connie West work?
Connie West has held the title Member at Bellwether Investment Group, LLC since August 2008, and is a control person of the firm.
Is Connie West a financial advisor?
Yes. Connie West has a current investment-adviser registration in Tennessee, through Bellwether Investment Group since November 2008.
How many years of experience does Connie West have?
Connie West has 22 years in the financial industry, since May 2004, across 2 adviser firms.
What exams has Connie West passed?
Connie West has passed 4 licensing exams: the Series 7, Series 63, Series 31 and Series 65. The earliest, the Series 7, was passed in March 2000.
Where did Connie West work before Bellwether Investment Group?
Before Bellwether Investment Group, Connie West was registered through Raymond James Financial Services, March 2004 to October 2008.
Where is Connie West based?
Connie West’s registered office is in Hixson, TN.
Is Connie West registered with FINRA?
No. Connie West has no current broker registration.
How can I verify Connie West’s record?
Search CRD 4066633 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Connie West’s full registration record.