Karl
Khuns
Boyd Capital
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About this Advisor
Karl Khuns is a financial advisor based in Rochester, New York with a total of 2 years of relevant experience. Khuns is currently employed by Boyd Capital. Over the course of their career, they have held roles at Lord Abbett, Esl Investment Services, LLC, Lpl Financial LLC and Boyd Capital Management LLC. Khuns holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in New York. Boyd Capital is a registered investment firm that has its headquarters in Rochester, NY. It manages $88 million in assets under management among its 452 customer accounts, placing it among the smaller financial advisory firms in the United States by assets under management. Of its 452 client accounts, just 2% belong to high-net-worth investors who have at least $1 million in assets available to invest. Boyd Capital performs a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial management typically depend on the type of financial services. Fees billed by Boyd Capital most likely include some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Boyd Capital Brokerage Details
$88,310,015
3
452
$195,376
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Karl Khuns Work History
Karl has been registered as a financial advisor for 2 years.*
Boyd Capital Management LLC
Esl Investment Services, LLC
Lpl Financial LLC
Lord Abbett
*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 Karl Khuns 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 Boyd Capital
Rochester, NY
Rochester, NY
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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