AK
CFP
AK
CFP

Adrian Karas

18 Years of Experience
Broker

Adrian Karas is a CFP-designated registered investment advisor, based in Centerburg, OH, with 18 years of industry experience.

Location

36 West Main Street, Centerburg, OH, 43011

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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

Adrian is a manager at Get Huge Entertainment, LLC, involved in music production, performance, and promotion, dedicating a few hours per week. He also works full-time as a financial advisor at Cooper, Adel, Vu Financial, meeting with clients for investment and tax planning.

Employment History
Current Registrations
Corecap Investments, LLCBroker
January 2024 - Present · 2 yrs 3 mos
Corecap Advisors
January 2024 - Present · 2 yrs 3 mos
Previous Registrations
Charles Schwab & CO., INC.
January 2022 - January 2024 · 2 yrs
Charles Schwab & CO., INC.Broker
January 2022 - January 2024 · 2 yrs
TD Ameritrade, INC.
February 2018 - October 2022 · 4 yrs 8 mos
TD Ameritrade, INC.Broker
February 2018 - December 2023 · 5 yrs 10 mos
TD Ameritrade Investment Management, LLC
February 2018 - September 2023 · 5 yrs 7 mos
Scottrade Investment Management
January 2017 - February 2018 · 1 yr 1 mo
Scottrade, INC.Broker
July 2015 - February 2018 · 2 yrs 7 mos
Fidelity Brokerage Services LLCBroker
October 2007 - July 2015 · 7 yrs 9 mos
State Registrations3 states
INKYOH
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.
Adrian Karas - Financial Advisor | TrueAdvisor