William Merrell, financial advisor Roy UT

William Merrell

CRD Number: 5593043
Current Firm: The Karras Company, Inc.

William Merrell (CRD# 5593043) is an Investment Advisor Representative working at The Karras Company, Inc. in Roy, UT and has over 11 years of experience in the finance industry. William Merrell 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.

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Professional Designations
Company Name Location Dates Years
Raymond James Financial Services Roy, UT Oct 2015 - Current 8
The Karras Company Roy, UT Oct 2015 - Current 8
The Karras Company Roy, UT Oct 2015 - Current 8
Allegheny Financial Group Pittsburgh, PA Jul 2012 - Oct 2015 3
Allegheny Financial Group Pittsburgh, PA May 2010 - Oct 2015 5
Allegheny Investments Pittsburgh, PA Jun 2012 - Sep 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for William B. Merrell
Phone Number: 801-825-3000
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    280
    MILLIONS
  • Total Number of Accounts
    695
    ACCOUNTS
  • Average Account Value
    $402,560
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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