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Holly Reed Banford

Fifth Third Securities, Inc.

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About Holly Reed Banford

Holly Banford is a financial advisor at Fifth Third Securities, Inc. Holly has been in the industry since 1992 and has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and retirement plans. Holly is registered with FINRA and has held several licenses including Series 7, Series 9, Series 10, Series 31, Series 63, and Series 66. Holly is also a registered Investment Advisor Representative in Ohio. Holly has a strong track record of providing financial advice and helping clients reach their financial goals.

Firm Information

Holly Banford is currently registered with Fifth Third Securities, Inc.. Fifth Third Securities, Inc. is a corporation headquartered in Cincinnati, Ohio. Founded in 1925, the firm offers a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Fifth Third Securities, Inc. manages over $7.9 billion in assets for a diverse range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm also participates in a wrap fee program.
Fifth Third Securities, Inc.

790 GARDNER RD.

SPRINGBORO, OH 45066

$7.98B

Assets Under Management

Not reported

Total Clients

1,080

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sponsor wrap fee program

Sponsor wrap fee program

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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percentage of assets

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

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Holly Banford’s Registration & Firm History

OH

02/20/2013 - Present

Fifth Third Securities, Inc. (SPRINGBORO OH)

OH

03/18/1992 - 02/11/2013

UBS FINANCIAL SERVICES INC. (CENTERVILLE OH)

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Licenses & Designations

BOTH

Issued 7/27/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 4/8/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 6/22/2004

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 4/26/2004

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 9/30/2008

Series 31 - Futures Managed Funds Examination

BC

Issued 3/17/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Holly Reed Banford.
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