Kraishylea R. Agboaye
Professional summary
Kraishylea Razelle Agboaye, who also goes by Kraishylea Razelle Rhodes, is a registered financial advisor currently at BEAIRD HARRIS located in Dallas, Texas.
Kraishylea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Kraishylea has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kraishylea Razelle Agboaye's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 21, 2025 - Present
BEAIRD HARRIS
Office #1: 5005 Lyndon B Johnson Fwy Ste 1700, Dallas, TX 75244September 29, 2022 - March 5, 2024
AVANTAX INVESTMENT SERVICES, INC.
January 1, 2012 - November 12, 2018
FIDELITY BROKERAGE SERVICES LLC
Primary Firm SEC Registration
BEAIRD HARRIS
CRD#: 107238 / SEC#: 801-51938
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/21/2025)
Exams
Series 7TO
Date: 9/29/2022
General Securities Representative ExaminationCurrent Firm
BEAIRD HARRIS
CRD#: 107238 / SEC#: 801-51938
Contact information
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,188 |
| AUM (Assets Under Management) | $ 1,907,364,054 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/30/2025 | ||
| 01/28/2025 | ||
| 07/26/2023 |
Red Flags
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