LK
CFP
LK
CFP

Larry Karban

42 Years of Experience
Memphis, TN
Broker

Larry Karban is a CFP-designated registered investment advisor at Nations Financial Group, INC., based in Memphis, TN, with 42 years of industry experience. Larry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 5,569 clients with $4.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
89 advisors
Number of Clients
5,569 clients
Average Client Portfolio
$857K average
Assets Under Management
$4.8B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Asset-based fees range up to 2.25% for standard advisory accounts and up to 2.50% for all-inclusive wrap accounts. Fees are negotiable and vary by representative and account type.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5100 Poplar Ave., Suite 3214, Memphis, TN, 38137

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Larry owns Atkins Capital Mgmt, LLC, offering investment and advisory services, dedicating nearly full-time hours to this endeavor. He also serves as a board member for Golden Cross Senior Ministries and Chickasaw Country Club, spending minimal time on these activities.

Employment History
Current Registrations
Nations Financial Group, INC.
February 2022 - Present · 4 yrs 8 mos
Nations Financial Group, INC.Broker
February 2022 - Present · 4 yrs 8 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
December 2006 - February 2022 · 15 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
December 2006 - February 2022 · 15 yrs 2 mos
Morgan Stanley
October 2002 - December 2006 · 4 yrs 2 mos
Morgan Stanley Dw INC.Broker
February 1984 - December 2006 · 22 yrs 10 mos
State Registrations23 states
AKALARAZCACOFLGAILINKSLAMDMSNCNVOHPARISCTNTXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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