Kayla A Davenport

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

• 07/2019 → 01/2021
  The Ayco Company, L.P./Mercer Allied
  Irvine, CA
• 09/2018 → 09/2019
  University Of California - Irvine
  Irvine, CA
• 07/2017 → 06/2018
  North Fork Lumber Company
  Korbel, CA
• 08/2014 → 05/2018
  Humboldt State University
  Arcata, CA
• 01/2016 → 05/2017
  Golden Harvest Cafe
  Eureka, CA
• 07/2018 → 09/2018
  Unemployed
  Eureka, CA
• 01/2021 → 06/2021
  Goldman Sachs & Co. Llc
  Irvine, CA
• 08/2021 → Present
  Fisher Investments
  Camas, WA

Previous Registrations

• 2019-10-07 → 2021-07-14
  Goldman Sachs Wealth Services, L.P.
  Irvine, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-09-11
• S65 Uniform Investment Adviser Law Examination
  2019-10-07