Kyle Davis (CRD# 6360546) is an Investment Advisor Representative working at Fisher Investments in Naperville, IL and has over 10 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
Company Name | Location | Dates | Years |
---|---|---|---|
Fisher Investments | Naperville, IL | Jul 2021 - Current | 3 |
Fidelity Brokerage Services LLC | Orland Park, IL | Feb 2018 - Jul 2021 | 3 |
Mcadam LLC | Chicago, IL | Oct 2014 - Feb 2018 | 3 |
Purshe Kaplan Sterling Investments | Albany, NY | Oct 2014 - Feb 2018 | 3 |
Ing Financial Partners | Chicago, IL | Aug 2014 - Oct 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2014 |
- IL
- TX
-
Total Assets Under Management276,890MILLIONS
-
Total Number of Accounts161,361ACCOUNTS
-
Average Account Value$1,715,966
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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