William
Karrash

Blb & B Advisors, LLC

CRD#2175578
Investment Advisor
in Montgomeryville, PA

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About this Advisor

William Karrash is a financial advisor who works in Montgomeryville, Pennsylvania with a total of 17 years of industry experience. Karrash is an employee of Blb & B Advisors, LLC. Their career trajectory has included roles at Burke, Lawton, Brewer & Burke and Blb&B Advisors. Karrash has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Pennsylvania. Blb & B Advisors, LLC is an advisory firm that has its headquarters in Montgomeryville, PA. It handles $2 billion in assets between its 2,955 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 39 charities and foundations. Of its 2,955 customer accounts, 37% belong to high-net-worth investors who have greater than $1 million in investable assets. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees vary depending on the type of financial services provided. However, fees charged by Blb & B Advisors, LLC may include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

17 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

103 Montgomery Avenue
Montgomeryville, PA 18936

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Blb & B Advisors, LLC Brokerage Details

Total Assets Under Management

$1,878,944,558

PA Average: $15,833,994,310
Total Number of Employees

26

PA Average: 41
Total Number of Accounts

2,955

PA Average: 3,342
Average Account Size

$635,853

PA Average: $4,737,880

Investment Advisory Services

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

William Karrash Work History

William has been registered as a financial advisor for 17 years.*

2006 - Present (18 years)

Blb&B Advisors

2004 - 2019 (15 years)

Burke, Lawton, Brewer & Burke

*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 William Karrash 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 Blb & B Advisors, LLC

Robb Parlanti
Montgomeryville, PA
Jeremy Leeds
Montgomeryville, PA
Brian Gallagher
Montgomeryville, PA
Clifford Haugen
Montgomeryville, PA
Nicholas Bucci
Montgomeryville, PA
Christopher Perry
Montgomeryville, PA
Brianna March
Montgomeryville, PA
William Karrash
Montgomeryville, PA

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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