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Kelly Lee Forrester

THE Huntington Investment Co.

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About Kelly Lee Forrester

Kelly Lee Forrester is a registered representative with The Huntington Investment Co. Kelly has been in the securities industry since 2008. Kelly holds the Series 6, SIE, and Series 63 licenses and has experience working with various clients including high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth. Kelly previously worked with J.P. Morgan Securities LLC and Chase Investment Services Corp. Kelly's main office is located at 736 North Main Street, Springboro, OH 45066.

Firm Information

Kelly Forrester is currently registered with THE Huntington Investment Co.. THE Huntington Investment Co. is a Corporation headquartered in COLUMBUS, OH. It is a registered investment advisor with the SEC and in 53 states. They have approximately 5196750113 in regulatory assets under management. THE Huntington Investment Co. provides financial planning, portfolio management for businesses, portfolio management for individuals, and selection of other advisors. They have a total of 32956 accounts, all of which are discretionary.
THE Huntington Investment Co.

41 S. HIGH STREET

COLUMBUS, OH 43215

$5.20B

Assets Under Management

Not reported

Total Clients

863

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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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.

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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Kelly Forrester’s Registration & Firm History

OH

08/02/2022 - Present

THE Huntington Investment Co. (SPRINGBORO OH)

OH

12/17/2019 - 10/28/2021

THE HUNTINGTON INVESTMENT COMPANY (BEAVERCREEK OH)

OH

10/01/2012 - 08/21/2019

J.P. MORGAN SECURITIES LLC (XENIA OH)

OH

03/11/2008 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (XENIA OH)

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Licenses & Designations

BC

Issued 01/14/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/07/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelly Lee Forrester.
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