BK
BK
Brian Karahalios
18 Years of Experience
Spring Hill, FL
2 DisclosuresBroker
Brian Karahalios is a registered investment advisor at Raymond James & Associates, INC., based in Spring Hill, FL, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
4345 Commercial Way, Lakewood Plaza, Spring Hill, FL, 34606
Get directionsHistory
Regulatory History (2)
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Customer Dispute
September 2013Denied
Employment Separation After Allegations
July 2009Other Business Activities
Brian coaches for Florida Premier FC, starting in June 2023. This requires minimal time outside of trading hours and about 10-20% of his time during trading hours.
Employment History
Current Registrations
Raymond James & Associates, INC.
October 2023 - Present · 2 yrs 9 mos
Raymond James & Associates, INC.Broker
September 2023 - Present · 2 yrs 10 mos
Previous Registrations
PNC Investments
August 2021 - October 2023 · 2 yrs 2 mos
PNC InvestmentsBroker
August 2021 - October 2023 · 2 yrs 2 mos
Bbva Securities INC.Broker
May 2013 - August 2021 · 8 yrs 3 mos
PNC Managed Account Solutions, INC.
May 2011 - August 2021 · 10 yrs 3 mos
Bbva Compass Investment Solutions, INCBroker
April 2011 - May 2013 · 2 yrs 1 mo
Jonathan Roberts Advisory Group, INC.
July 2010 - January 2011 · 6 mos
J.W. Cole Financial, INC.Broker
August 2009 - February 2011 · 1 yr 6 mos
Wells Fargo Advisors, LLCBroker
January 2008 - July 2009 · 1 yr 6 mos
Wells Fargo Advisors, LLC
January 2008 - July 2009 · 1 yr 6 mos
A. G. Edwards & Sons, INC.
October 2007 - January 2008 · 3 mos
A. G. Edwards & Sons, INC.Broker
October 2007 - January 2008 · 3 mos
Jefferson Pilot Securities CorporationBroker
June 2007 - October 2007 · 4 mos
State Registrations14 states
CACTDEFLGAINMIMONCNJNMNYPATX
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.