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Kimberly Michelle Basham

THE Huntington Investment Co.

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About Kimberly Michelle Basham

Kimberly Michelle Basham is a financial advisor at The Huntington Investment Co. Kimberly has been a registered representative since March 2006. Kimberly has specializations in retirement planning, college savings, and estate planning. Kimberly has an active registration as an Investment Advisor Representative with the state of Kentucky. Kimberly is also registered with the state of Florida, Michigan, Ohio, and Texas. Kimberly has obtained the Series 6, 7, 63, and 65 licenses. Kimberly is a Certified Financial Planner.

Firm Information

Kimberly Basham 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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Kimberly Basham’s Registration & Firm History

KY

01/03/2020 - Present

THE Huntington Investment Co. (FT. MITCHELL KY)

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Licenses & Designations

IA

Issued 04/16/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/16/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/24/2008

Series 7 - General Securities Representative Examination

BC

Issued 02/13/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kimberly Michelle Basham.
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