Benjamin
Strong
The Karras Company, Inc
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About this Advisor
Benjamin Strong is a certified financial planner working in Roy, Utah who has 5 years of industry experience. Strong works at The Karras Company, Inc. Over the course of their career, they have held roles at Fed Ex Ground, Sears Hometown, Utah State University, Raymond James Financial Services and The Karras Company. Strong holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Utah. The Karras Company, Inc is an advisory business that has its headquarters in Roy, UT. It has $280 million in assets under management between its 695 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 695 client accounts, just 4% are held by high-net-worth individuals who have at least $1 million in assets. The Karras Company, Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management vary depending on the financial services offered. Fees billed by The Karras Company, Inc likely consist of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Karras Company, Inc Brokerage Details
$279,778,973
6
695
$402,560
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
Benjamin Strong Work History
Benjamin has been registered as a financial advisor for 5 years.*
Raymond James Financial Services
The Karras Company
The Karras Company
Fed Ex Ground
Sears Hometown
Utah State University
*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 Benjamin Strong 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 The Karras Company, Inc
Roy, UT
Roy, UT
Roy, UT
Roy, UT
Roy, UT
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.
