Kimberly BashamCRD Number: 5053086
Current Firm: Huntington Financial Advisors
Kimberly Basham (CRD# 5053086) is an Investment Advisor Representative working at Huntington Financial Advisors in Fort Mitchell, KY and has over 15 years of experience in the finance industry.
Renaissance Investment Management
Journey Advisory Group, LLC
Northwestern Mutual Investment Services,llc
|The Huntington Investment Company||Columbus, OH||Mar 2021 - Current||< 1|
|The Huntington Investment Company||Columbus, OH||Oct 2005 - Mar 2021||15|
|Huntington National Bank||Crescent Springs, KY||Nov 1999 - Jan 2018||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2006|
|S65||NASAA Investment Advisors Law Examination||Apr 2010|
Total Assets Under Management3,560MILLIONS
Total Number of Accounts20,521ACCOUNTS
Average Account Value$173,485
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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