Stephen McGee, financial advisor College Station TX

Stephen McGee

CRD Number: 6408895
Current Firm: Paragon Financial Advisors

Stephen McGee (CRD# 6408895) is an Investment Advisor Representative working at Paragon Financial Advisors in College Station, TX and has over 7 years of experience in the finance industry. Stephen McGee 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.

Similar Advisors
Michael Albert, financial advisor College Station TX
Michael C. Albert
CRD# 5699206
Securities America Advisors, Inc.
Similar Advisors
Steven Aldrich, financial advisor College Station TX
Steven H. Aldrich
CRD# 722822
Lpl Financial LLC
Similar Advisors
Jodi Alsobrook, financial advisor College Station TX
Jodi M. Alsobrook
CRD# 6762313
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Professional Designations
Company Name Location Dates Years
Paragon Financial Advisors College Station, TX Sep 2020 - Current 1
Paragon Financial Advisors College Station, TX Oct 2016 - Current 5
Mml Investors Services LLC San Antonio, TX Feb 2015 - Sep 2016 1
Massmutual Life Insurance College Station, TX Oct 2014 - Sep 2016 1
Hamilton Tigercats Hamilton, Sep 2013 - Dec 2014 1
Houston Texans Houston, TX Jan 2013 - Aug 2013 < 1
Not Employed College Station, TX Sep 2012 - Jan 2013 < 1
Dallas Cowboys Irving, TX May 2009 - Sep 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2015
S65 NASAA Investment Advisors Law Examination Oct 2015
Contact Info for Stephen R. McGee
Phone Number: 979-693-3907
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    553
    MILLIONS
  • Total Number of Accounts
    1,632
    ACCOUNTS
  • Average Account Value
    $339,079
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.