Advisor at Bellwether Investment Services LLC
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Firm
Bellwether Investment Services LLC
Location
Loveland, OH
Credentials
Series 63
Industry experience
17 years
Christopher Carbone is a financial advisor at Bellwether Investment Services LLC with 17 years of industry experience. He has held positions at LPL Financial LLC and National Wealth Management Group, LLC before joining Bellwether in 2020. Carbone holds a Series 63 designation. Bellwether Investment Services LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, and business entities. The firm focuses on equities, mutual funds, and ETFs, constructing portfolios that combine equity, fixed income, and alternative investments with an active management approach and risk management.
$0+: 0.5% +: up to 1.5%
$50 per hour with a two-hour minimum for stand-alone financial planning services
Loveland, OH
Ohio
Bellwether Investment Services LLC
2020 - Present (6 years)
National Wealth Management Group, LLC
2016 - 2020 (4 years)
LPL Financial
2009 - 2020 (11 years)
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