Elaine Katherine Doyle

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

• 06/2020 → 11/2021
  Charles Schwab & Co., Inc.
  Westlake, TX
• 01/2020 → 06/2020
  Purdue University Recreation And Wellness
  West Lafayette, IN
• 08/2017 → 01/2020
  Purdue University Recreation And Wellness
  West Lafayette, IN
• 05/2019 → 08/2019
  Cedar Creek Winery
  Martinsville, IN
• 12/2018 → 05/2019
  Bennett, Boehning & Clary Llp
  Lafayette, IN
• 05/2018 → 01/2019
  Financial Plans & Strategies, Inc.
  Greenwood, IN
• 05/2017 → 06/2017
  Menards
  Lafayette, IN
• 10/2016 → 05/2017
  The Cottages On Lindberg
  West Lafayette, IN
• 07/2016 → 05/2020
  Purdue University
  West Lafayette, IN
• 05/2014 → 03/2018
  Indiana Pools & Spas
  Bloomington, IN
• 12/2021 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2021-04-06 → 2021-11-18
  Charles Schwab & Co., Inc.
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2021-04-06

Other Names

• Elaine Doyle