Nolan Karras, financial advisor Roy UT
83 score

Nolan Karras

CRD Number: 1195441
Current Firm: The Karras Company, Inc.

Nolan Karras (CRD# 1195441) is an Investment Advisor Representative working at The Karras Company, Inc. in Roy, UT and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Sk Hart Management, LLC Salt Lake City, UT Jun 2006 - Current 10
The Karras Company, Inc. Roy, UT Dec 1997 - Current 19
Western Hay Company Inc. Ogden, UT Jan 1990 - Current 26
Raymond James Financial Services, Inc. Roy, UT Mar 1986 - Current 30
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1983
S65 NASAA Investment Advisors Law Examination Mar 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Nolan E. Karras
Phone Number: 801-825-3000
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    996
    MILLIONS
  • Total Number of Accounts
    246
    ACCOUNTS
  • Average Account Value
    $4,048,163
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

TX, UT

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BADGES
83

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