Kevin Aguas (CRD# 4573669) is an Investment Advisor Representative working at Cross State Financial Group LLC in Flagstaff, AZ and has over 21 years of experience in the finance industry.
CRD# 5572046
Tci Wealth Advisors, Inc.
CRD# 4302561
Avantax Advisory Services
CRD# 5561676
Babb Wealth Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cross State Financial Group, LLC | Albuquerque, NM | Dec 2018 - Current | 5 |
| Insurance Sales | Flagstaff, AZ | Jun 2015 - Current | 8 |
| Northern Arizona University | Flagstaff, AZ | Aug 2012 - Current | 11 |
| Aguas Investment, Inc. | Flagstaff, AZ | Nov 2007 - Current | 16 |
| Cue Financial Group Inc. | Phoenix, AZ | Jul 2009 - Dec 2018 | 9 |
| Foothill Securities, Inc. | Flagstaff, AZ | Jun 2009 - Aug 2015 | 6 |
| Flagstaff High School | Flagstaff, AZ | Jul 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2003 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
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Total Assets Under Management145MILLIONS
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Total Number of Accounts1,060ACCOUNTS
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Average Account Value$137,223
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, FL, IA, MI, NJ, NM, NV, PA, TX
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