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Kayle Knuckles

Fisher Investments

Camas, WA

Plano, TX

CRD 7946264

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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:

Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-08-15
TX RA APPROVED 2024-08-15
WA RA APPROVED 2024-08-15
  • OR RA
    APPROVED
    Since 2024-08-15
  • TX RA
    APPROVED
    Since 2024-08-15
  • WA RA
    APPROVED
    Since 2024-08-15

Branch Locations

5525 Nw Fisher Creek Dr, Camas, WA 98607 • United States

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fisher Investments Camas WA 04/2024 Present
Howdy Homemade Ice Cream Aurora CO 06/2022 02/2024
Student Irvine CA 01/2014 06/2024
Unemployed Happy Valley OR 02/2024 04/2024
  • 04/2024 → Present
    Fisher Investments
    Camas, WA
  • 06/2022 → 02/2024
    Howdy Homemade Ice Cream
    Aurora, CO
  • 01/2014 → 06/2024
    Student
    Irvine, CA
  • 02/2024 → 04/2024
    Unemployed
    Happy Valley, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-15
  • S65 Uniform Investment Adviser Law Examination
    2024-08-15

View on SEC IAPD

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