David Hailey (CRD# 5318829) is an Investment Advisor Representative working at Paragon Financial Advisors in College Station, TX and has 1 year of experience in the finance industry. David Hailey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5699206
Securities America Advisors, Inc.
CRD# 2994965
Raymond James Financial Services Advisors, Inc.
CRD# 5786080
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Paragon Financial Advisors | College Station, TX | Aug 2015 - Current | 8 |
| Paragon Advisors, LLC | College Station, TX | Apr 2007 - Current | 17 |
- TX
-
Total Assets Under Management681MILLIONS
-
Total Number of Accounts2,050ACCOUNTS
-
Average Account Value$331,984
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
TX
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