William Brett Merrell

Employer firm

The Karras Company, Inc. CRD 109578

$373M regulatory AUM 107 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

The Karras Company, Inc.

4695 South 1900 West Suite 3, Roy, UT 84067 • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2018-01-05

UT RA
APPROVED

Since 2018-01-05

Branch Locations

4695 South 1900 West Suite 3, Roy, UT 84067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Raymond James Financial Services	Roy	UT	10/2015	Present
The Karras Company	Roy	UT	10/2015	Present

10/2015 → Present

Raymond James Financial Services

Roy, UT
10/2015 → Present

The Karras Company

Roy, UT

Previous Registrations

2015-12-21 → 2018-01-04

Raymond James Financial Services Advisors, Inc

Roy, UT
2014-01-16 → 2017-09-26

Allegheny Financial Group

Pittsburgh, PA
2014-01-16 → 2015-09-18

Allegheny Investments

Pittsburgh, PA

Pittsburgh, PA

Other Businesses

(1)Name of Business: CCC Management Address: 1082 Sage Ln, Fruit Heights, UT, 84037, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 05/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Established to act as a Family Management Company.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-07-30

S66 Uniform Combined State Law Examination

2012-07-30

Designations

Certified Financial Planner

Other Names

Will Brett Merrell

View on SEC IAPD