Boyd
Hansen

The Karras Company, Inc

CRD#1264358
Investment Advisor
in Roy, UT

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About this Advisor

Boyd Hansen is a financial advisor based in Roy, Utah, working with The Karras Company, Inc. Boyd has previously held positions at Raymond James Financial Services, Inc, Non-Variable Insurance, Raymond James Financial Services Advisors, Inc, Rental Property, Boyd R. Hansen & Co. Inc, and The Karras Company. Boyd has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Utah. Currently, Boyd is part of The Karras Company, Inc, which operates out of Roy, Utah. The firm has 7 employees and manages assets totaling $315.2 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at The Karras Company, Inc includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

4695 South 1900 West Suite 3
Roy, UT 84067

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The Karras Company, Inc Brokerage Details

Total Assets Under Management

$315,162,614

UT Average: $693,624,108
Total Number of Employees

7

UT Average: 12
Total Number of Accounts

717

UT Average: 1,115
Average Account Size

$439,557

UT Average: $622,084

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

Boyd Hansen Work History

2019 - Present (5 years)

The Karras Company

1995 - Present (29 years)

Non-Variable Insurance

1990 - Present (34 years)

Raymond James Financial Services, Inc

1975 - Present (49 years)

Boyd R. Hansen & Co. Inc

2009 - 2020 (11 years)

Raymond James Financial Services Advisors, Inc

1999 - 2017 (18 years)

Rental Property

Disclosures

Please visit the SEC profile of Boyd Hansen 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

William Merrell
Roy, UT
Brett Karras
Roy, UT
Nolan Karras
Roy, UT
Boyd Hansen
Roy, UT

The content in this profile was updated by SmartAsset on 6/19/2024. 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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