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Brian William Karg

United Brokerage Services, Inc.

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About Brian William Karg

Brian Karg is a registered investment advisor representative with United Brokerage Services, Inc. Brian is also registered in North Carolina, South Carolina, and West Virginia. Brian Karg has been in the securities industry for over 11 years, having previously worked for First Citizens Investor Services, Inc. Brian Karg specializes in providing investment advice to individuals and businesses. Brian Karg has a Series 7, 6, and 66 securities license. Brian Karg is also a Registered Representative.

Firm Information

Brian Karg is currently registered with United Brokerage Services, Inc.. United Brokerage Services, Inc. is a corporation formed in 1995 and headquartered in Parkersburg, West Virginia. The firm is registered with the SEC and in 46 states. They offer a variety of advisory services including portfolio management for individuals and businesses, and selection of other advisers. They also participate in wrap fee programs. The firm has over 249 million in regulatory assets under management for 790 accounts. They primarily serve high-net-worth individuals and individuals other than high-net-worth.
United Brokerage Services, Inc.

514 MARKET STREET

PARKERSBURG, WV 26101

$249.75M

Assets Under Management

1,751

Total Clients

64

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Karg’s Registration & Firm History

NC

07/11/2024 - Present

United Brokerage Services, Inc. (Wilmington NC)

NC

01/05/2016 - 04/05/2022

FIRST CITIZENS INVESTOR SERVICES, INC. (WILMINGTON NC)

NC

11/05/2012 - 10/08/2013

FIRST CITIZENS INVESTOR SERVICES, INC. (RALEIGH NC)

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Licenses & Designations

BOTH

Issued 03/29/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/16/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/05/2016

Series 7 - General Securities Representative Examination

BC

Issued 11/02/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian William Karg.
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