Kraishylea Razelle Agboaye
Investment adviser representative at Beaird Harris
15 yearsExperience
1 stateRegistered in
$2.3BFirm assets
30 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Beaird HarrisFeb 2025 to now
- Avantax Investment Services, Inc.May 2022 to now
- UnemployedNov 2018 to May 2022
- Fidelity InvestmentsSep 2011 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Beaird Harris
Legal name: Beaird Harris Wealth Management, LLC
$2.3BAssets managed
800Clients
18Advisers
30 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5989822
- Firm CRD
- 107238