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Lindsey Renee Keith

Investment adviser representative at Foster & Motley Inc
11 yearsExperience
1 stateRegistered in
$2.9BFirm assets
29 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

11 years in the industry.

  1. Foster & Motley IncOct 2024 to now
  2. Horan Securities, Inc.Mar 2017 to now
  3. TransamericaAug 2015 to Mar 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2009
  • Series 66 · Uniform Combined State Law2013

State registrations

Registered as an investment adviser representative in 1 state (OH).

Foster & Motley Inc

Legal name: Foster & Motley, Inc.

$2.9BAssets managed
926Clients
29Advisers
29 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5553434
Firm CRD
106905
Advisor's SEC record (opens in a new tab)
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