Kevin
Aguas
Cross State Financial Group LLC
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About this Advisor
Kevin Aguas is a financial advisor who works out of Flagstaff, Arizona with 5 years of industry experience. Aguas works at Cross State Financial Group LLC. Throughout their career, Aguas has worked at Northern Arizona University, Foothill Securities, Inc, Cue Financial Group Inc, Flagstaff High School, Aguas Investment, Inc, Insurance Sales and Cross State Financial Group, LLC. Aguas has Series 63 and Series 66 licenses, designating them as a securities broker, and can serve investors in Arizona. Cross State Financial Group LLC is an advisory company operating out of Albuquerque, NM. It has offices in six locations and a total of nine financial advisors. It handles $117 million in assets between its 861 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. The firm advises seven charitable organizations. Of its 861 client accounts, just 7% are held by high-net-worth individuals who have at least $1 million in assets. The company offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fee types billed by Cross State Financial Group LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cross State Financial Group LLC Brokerage Details
$117,205,050
9
861
$136,127
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Kevin Aguas Work History
Kevin has been registered as a financial advisor for 5 years.*
Cross State Financial Group, LLC
Insurance Sales
Northern Arizona University
Aguas Investment, Inc
Flagstaff High School
Foothill Securities, Inc
Cue Financial Group Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kevin Aguas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cross State Financial Group LLC
Grand Haven, MI
Albuquerque, NM
Sparks, NV
Albuquerque, NM
Flagstaff, AZ
Albuquerque, NM
Albuquerque, NM
Albuquerque, NM
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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