Kraishylea Razelle Agboaye

Employer firm

Beaird Harris CRD 107238

$2.27B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2011 → 11/2018
  Fidelity Investments
  Westlake, TX
• 05/2022 → Present
  Avantax Investment Services, Inc.
  Dallas, TX
• 11/2018 → 05/2022
  Unemployed
  Arlington, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-20
• S63 Uniform Securities Agent State Law Examination
  2012-02-10

Other Names

• Kraishylea Razelle Rhodes