VM
Vania Magallanes
KWS ADVISORY GROUP
Laredo, TX 78041
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CRD#: 7511846
VM
Professional summary
Vania Magallanes is a registered financial advisor currently at KWS ADVISORY GROUP, LLC located in Laredo, Texas.
Vania is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Vania has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Millennial Rentals, LLC Non-Investment Related 9813 Sandhill Unit 69 Rental Property CEO June 2021 2-3 hours a month It is an investment property. My duties consist of contracting service providers as needed.
CRS (Client Relationship Summary) - RIA
Click below to view Vania Magallanes's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 8, 2022 - Present
KWS ADVISORY GROUP, LLC
Office #1: 401 East Hillside Road, Laredo, TX 78041RIA
CRD#: 309184
Laredo, TX
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(3/8/2022)
Current Firm
KA
KWS ADVISORY GROUP, LLC
KWS ADVISORY GROUP, LLC
CRD#: 309184 / SEC#:
Texas
Registered Investment Advisory firm - (9/16/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3407 W Alberta Rd, Edinburg, TX 78539
Mailing Address
Phone number
(956) 393-7516
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 100 |
| AUM (Assets Under Management) | $ 9,100,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
