Financial ADVSR advisor directory · SEC adviser records
The Karras Company, Inc. financial advisors in Roy, UT
Every SEC-registered investment adviser representative at a The Karras Company, Inc. office in Roy, A to Z.
The short answer
4 registered advisors work at The Karras Company, Inc. in Roy, out of 5 at the firm nationwide; it ranks number 1 in the city by advisors. 3 list the CFP designation and 3 are also registered broker representatives.
The Karras Company, Inc. advisors in Roy, A to Z
Every The Karras Company, Inc. advisor →- Boyd R. HansenCertified Financial Planner · Also a broker rep
- Brett N. KarrasCertified Financial Planner · Also a broker rep
- Nolan E. KarrasInvestment adviser rep
- William B. MerrellCertified Financial Planner · Also a broker rep
The Karras Company, Inc. advisors in every city and state →The Karras Company, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
The Karras Company, Inc. advisors in other cities
Questions
How many financial advisors does The Karras Company, Inc. have in Roy?
4 investment adviser representatives are registered at The Karras Company, Inc. offices in Roy, Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 3 list the CFP designation and 3 are also registered as broker representatives.
Is The Karras Company, Inc. one of the largest advisor employers in Roy?
The Karras Company, Inc. ranks number 1 in Roy by registered advisors, ahead of every other firm.
How do I check a The Karras Company, Inc. advisor in Roy?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the The Karras Company, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.