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RIA / WealthAdvisor20 years in industry

KARA COVILLE BOYD

Advisor at FISHER INVESTMENTS

TAMPA, FL | PLANO, TX

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Search this name across graphsid dfx:ria:db313018-bfe0-1a9e-4dda-0807b7a452a1

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 18, 2006 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FISHER INVESTMENTS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 17, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S65
First exam: Apr 17, 2006
First registration: Apr 18, 2006
Dual registered: no
Other names: KARA LYNNE COVILLE|KARA COVILLE BOYD|KARA COVILLE|KARA LYNNE BOYD
IAPD individual key: 2952266

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FISHER INVESTMENTS	Independent wealth	Jul 8, 2021	n/a	yes	PLANO, TX\|TAMPA, FL	Current employment
HIGHTOWER ADVISORS, LLC	Bd affiliated wealth	Feb 1, 2019	Apr 5, 2021	no	Wilmington, NC	Previous registration
OLD NORTH STATE TRUST, LLC	Former SEC adviser	Mar 19, 2009	Aug 14, 2017	no	SILER CITY, NC	Previous registration
BB&T ASSET MANAGEMENT, INC.	n/a	Jan 7, 2008	Feb 5, 2009	no	WILMINGTON, NC	Previous registration
OLD NORTH STATE TRUST, LLC	Former SEC adviser	Apr 18, 2006	Dec 3, 2008	no	GREENSBORO, NC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
HIGHTOWER ADVISORS, LLC	FISHER INVESTMENTS	Apr 5, 2021	Jul 8, 2021	94	Firm change	Ibd to RIA
OLD NORTH STATE TRUST, LLC	HIGHTOWER ADVISORS, LLC	Aug 14, 2017	Feb 1, 2019	536	Firm change after gap	Other
BB&T ASSET MANAGEMENT, INC.	OLD NORTH STATE TRUST, LLC	Feb 5, 2009	Mar 19, 2009	42	Firm change	Other
OLD NORTH STATE TRUST, LLC	BB&T ASSET MANAGEMENT, INC.	Dec 3, 2008	Jan 7, 2008	-331	Firm change after gap	Other

Relationships

Registered with (4)

→ FISHER INVESTMENTSRegistered adviserregistration: current employment
Jul 8, 2021 to presentfactForm ADV
→ HIGHTOWER ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 1, 2019 to Apr 5, 2021factForm ADV
→ OLD NORTH STATE TRUST, LLCRegistered adviserregistration: previous registration
Mar 19, 2009 to Aug 14, 2017factForm ADV
→ BB&T ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Jan 7, 2008 to Feb 5, 2009factForm ADV

Dated events

No dated event names this entity yet.