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Lindsey Renee Keith

Foster & Motley Inc.

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About Lindsey Renee Keith

Lindsey Keith is a Registered Representative at Foster & Motley Inc. with a branch office located in Cincinnati, Ohio. Lindsey has been in the financial services industry since 09/2011. Lindsey has a series 63 and 66 license and is registered in Ohio. Lindsey specializes in investment advisory services including financial planning, educational seminars and portfolio management for individuals and businesses.

Firm Information

Lindsey Keith is currently registered with Foster & Motley Inc.. Foster & Motley Inc. is a registered investment advisor headquartered in Cincinnati, OH. The firm manages approximately $2.27 billion in assets for a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. The firm offers a range of advisory services, including financial planning, educational seminars, and portfolio management for individuals and businesses.
Foster & Motley Inc.

7755 MONTGOMERY ROAD

CINCINNATI, OH 45236

$2.27B

Assets Under Management

45

Total Clients

22

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Lindsey Keith’s Registration & Firm History

OH

10/23/2024 - Present

Foster & Motley Inc. (CINCINNATI OH)

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Licenses & Designations

State Registrations

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Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lindsey Renee Keith.
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