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Boyd Raymond Hansen

The Karras Company, Inc.

Roy, UT

CRD 1264358

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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

AuthorityCategoryStatusDate
UT RA APPROVED 2020-07-07
  • UT RA
    APPROVED
    Since 2020-07-07

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
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Roy UT 03/1990 Present
Raymond James Financial Services Advisors, Inc Roy UT 01/2009 06/2020
Rental Property Terrace UT 01/1999 06/2017
The Karras Company Roy UT 07/2020 Present
  • 03/1990 → Present
    Raymond James Financial Services, Inc.
    Roy, UT
  • 01/2009 → 06/2020
    Roy, UT
  • 01/1999 → 06/2017
    Rental Property
    Terrace, UT
  • 07/2020 → Present
    The Karras Company
    Roy, UT
Previous Registrations
Other Businesses

(1)Name of Business: Boyd R. Hansen & Co. Inc Dba Medical Business Services Address: 4695 S 1900 W Ste 3, Roy, UT, 84067, United States Activity Type: Business Owner Position/Title: Officer - CEO Investment Related: No Start Date: 03/01/1990 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Services as outlined in summary and conversation with Kirk Bell (2)Name of Business: Raymond James Financial Services Address: 4695 S 1900 W, Roy, UT, 84067, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/01/1995 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Independent life and health agent.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-05-26
S63 Uniform Securities Agent State Law Examination 1984-05-24
  • S65 Uniform Investment Adviser Law Examination
    1993-05-26
  • S63 Uniform Securities Agent State Law Examination
    1984-05-24
Designations
  • Certified Financial Planner

View on SEC IAPD

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