BH
Boyd R. Hansen
THE KARRAS COMPANY
Roy, UT 84067
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CRD#: 1264358
BH
Professional summary
Boyd Raymond Hansen, CFP® is a registered financial advisor currently at THE KARRAS COMPANY, INC. located in Roy, Utah and RAYMOND JAMES FINANCIAL SERVICES, INC. located in Roy, Utah.
Boyd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Boyd has worked at 5 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.
Question & Answer
What are your service offerings?
Estate Planning
Tax Planning
Retirement Planning
Employee and Employer Plan Ben...
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.
(1)Name of Business: Boyd R. Hansen & Co. Inc Dba Medical Business Services Address: 4695 S 1900 W Ste 3, Roy, UT, 84067, United States Activity Type: Business Owner Position/Title: Officer - CEO Investment Related: No Start Date: 10/01/1975 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Services as outlined in summary and conversation with Kirk Bell (2)Name of Business: Raymond James Financial Services Address: 4695 S 1900 W, Roy, UT, 84067, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/01/1995 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Independent life and health agent.
CRS (Client Relationship Summary) - RIA
Click below to view Boyd Raymond Hansen'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®
CFP®
Start date: 1985
Experience
Current
July 7, 2020 - Present
THE KARRAS COMPANY, INC.
Office #1: 4695 South 1900 West Suite 3, Roy, UT 84067RIA
CRD#: 109578
Roy, UT
Current
March 22, 1990 - Present
RAYMOND JAMES FINANCIAL SERVICES, INC.
Office #1: 4695 South 1900 West Ste. #3, Roy, UT 84067BD
CRD#: 6694
Roy, UT
Past
January 2, 2009 - June 29, 2020
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
ROY, UT
Past
February 1, 1996 - January 2, 2009
RAYMOND JAMES FINANCIAL SERVICES, INC.
RIA
CRD#: 6694
ROY, UT
Past
November 19, 1989 - March 27, 1990
OSAIC WEALTH, INC.
BD
CRD#: 23131
SCOTTSDALE, AZ
Past
May 25, 1984 - November 19, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
BD
CRD#: 6403
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(5/26/2021)
RR
California(8/20/2020)
RR
Colorado(1/8/2021)
RR
Florida(4/6/2022)
RR
Idaho(10/8/1993)
RR
New Jersey(1/20/2022)
RR
North Carolina(8/27/2024)
RR
Ohio(5/13/2021)
RR
Utah(3/22/1990)
IAR
Utah(7/7/2020)
RR
Washington(3/18/2004)
RR
Wisconsin(8/1/2008)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
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
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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
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Company Information
THE KARRAS COMPANY, INC.
CRD#: 109578Roy, UT 84067TRUST BUT VERIFY
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Contact information
xxxxx@xxxx.xxx
