NK
Nolan E. Karras
THE KARRAS COMPANY
ROY, UT 84067
Some features on this profile are disabled
CRD#: 1195441
NK
Professional summary
Nolan Eldon Karras is a registered financial advisor currently at THE KARRAS COMPANY, INC. located in Roy, Utah.
Nolan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Nolan has worked at 3 firms and has passed the Series 65, Series 63, Series 7, Series 22, Series 53 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
ALL O/S BUS ACT ARE NON-INV RELATED.
UT APPL TECH COLLEGE, UT. TECH COLLEGE. BRD OF TRUSTEES-10/01-PST. 1H MTG 10 MOS YR/1H MO-SEC TRDG HRS.
UTAH PWR/ROCKY MTN PWR, UT. ELEC UTLY. CHR MBR OF ADVISORY BRD-1/91-PST. 2H QTR/2H.
BENEFICIAL LIFE FIN, UT. LIFE INS CO. BRD OF DIR, MBR OF EXEC COMM-1/96-PST. 4-6H MO/ 4-6H MO.
PACIFICORP, OR. ELEC UTLY. BRD OF DIR-1/92-PST. 1H/0 H.
UT BRD OF REGENTS, UT. HIGHER EDU. BRD MBR-1/01-PST. 5-8H MO/5-8H MO.
KARRAS & ASSOC, INC, UT. REAL EST. PRES & BRD OF DIR-1/94-PST. 2H/0 H.
LAT INV CORP, CA. REAL EST. BRD OF DIR-1/00-PST. 1H QTR/1H QTR.
MALEHEH CLINIC, UT. HLTH CARE. TRUSTEE-4/05-PST. 1H QTR/1H QTR.
PINGREE SCH FOR AUTISM, UT. SCHOOL. ADVISORY BRD FROM 9/05-PST. 1H QTR/1H QTR.
NEK, LLC, UT. REAL EST. SNGL OWN. 1H QTR/1H QTR.
SEMNANI FOUND, UT. MEM OF BRD-2/05. 1H QTR/1H QTR.
SK HART MANAGEMENT, LLC, UT. CEO OF FAMILY INV CO. 6/06-PST. 30H WK/30H WK.
CRS (Client Relationship Summary) - RIA
Click below to view Nolan Eldon Karras's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 3, 2006 - Present
THE KARRAS COMPANY, INC.
Office #1: 4695 S 1900 West Suite 3, Roy, UT 84067RIA
CRD#: 109578
ROY, UT
Past
March 11, 1986 - July 16, 2007
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
ROY, UT
Past
December 5, 1983 - March 27, 1986
FIRST COLUMBIA CORPORATION
BD
CRD#: 6443
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TK
THE KARRAS COMPANY, INC.
THE KARRAS COMPANY, INC.
CRD#: 109578 / SEC#: 801-55317
RIA
Registered Investment Advisory firm - (3/20/1998 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Utah(4/3/2006)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
TK
THE KARRAS COMPANY, INC.
THE KARRAS COMPANY, INC.
CRD#: 109578 / SEC#: 801-55317
RIA
Registered Investment Advisory firm - (3/20/1998 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
4695 South 1900 West Suite 3, Roy, UT 84067
Mailing Address
Phone number
(801) 825-3000
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 742 |
| AUM (Assets Under Management) | $ 349,820,509 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
THE KARRAS COMPANY, INC.
CRD#: 109578Roy, UT 84067TRUST BUT VERIFY
Monitor Nolan Karras
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
