Jim
Karas

Lpl Financial LLC

CRD#2282255
Investment Advisor
in Fresno, CA

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About this Advisor

Jim Karas is a financial advisor who works in Fresno, California with a total of 4 years of relevant experience. Karas is on the advisory team at Lpl Financial LLC. During their career, Karas has held roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Lpl Financial LLC. Karas maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in California. Lpl Financial LLC is a registered investment business based out of Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 financial advisors. It controls $368 billion in total assets between its 1,688,501 customer accounts, making it one of the largest firms in the country by assets under management. The firm provides services to 3,425 charitable organizations. Of its 1,688,501 client accounts, 31% are held by high-net-worth clients who have at least $1 million in assets. Lpl Financial LLC has a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules are based on which services the firm provides the client. However, fees billed by Lpl Financial LLC most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

465 E. Fir Ave Suite 105
Fresno, CA 93720-2975

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

CA Average: $646,059,043
Total Number of Employees

31,366

CA Average: 13
Total Number of Accounts

1,688,501

CA Average: 661
Average Account Size

$217,956

CA Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Jim Karas Work History

Jim has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Lpl Financial LLC

2016 - 2018 (2 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jim Karas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Brandi Hoover
Hattiesburg, MS
Keith Clark
Corpus Christi, TX
Hope Hoch
Oldsmar, FL
Rebecca Chiccino
Charlestown, MA
Tracy Marlin
Newport Beach, CA
James Mullen
The Villages, FL
Gregory Horn
Lawrenceburg, IN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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