Kara Coville Boyd

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2009 → 01/2019
  Old North State Trust, Llc
  Siler City, NC
• 01/2019 → 04/2021
  Hightower Advisors Llc
  Wilmington, NC
• 06/2021 → Present
  Fisher Investments
  Tampa, FL

Previous Registrations

• 2019-02-01 → 2021-04-05
  Hightower Advisors, Llc
  Wilmington, NC
• 2009-03-19 → 2017-08-14
  Old North State Trust, Llc
  Siler City, NC
• 2008-01-07 → 2009-02-05
  Bb&T Asset Management, Inc.
  Wilmington, NC
• 2006-04-18 → 2008-12-03
  Old North State Trust, Llc
  Greensboro, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-04-17

Other Names

• Kara Lynne Coville
• Kara Coville Boyd
• Kara Coville
• Kara Lynne Boyd