Danya Karram (CRD# 6298891) is an Investment Advisor Representative working at Brilliant Advice, LLC in Cincinnati, OH and has over 9 years of experience in the finance industry. Danya Karram has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2667585
Edward Jones
CRD# 2076400
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aspiring Ventures, LLC | Cincinnati, OH | Mar 2016 - Current | 8 |
| Madison Wealth Management | Cincinnati, OH | Nov 2013 - Mar 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2014 |
- FL
- OH
-
Total Assets Under Management103MILLIONS
-
Total Number of Accounts329ACCOUNTS
-
Average Account Value$312,546
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, OH
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