Paragon Financial Advisors
Paragon Financial Advisors (CRD# 143721) is a financial advisory firm headquartered in College Station, TX. They manage $553,377,657 in 1,632 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management553MILLION
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Total Number of Accounts1,632ACCOUNTS
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Average Account Value$339,079
- 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
Robert Calhoun (CRD# 6413899) is an Investment Advisor Representative working at Paragon Financial Advisors in College Station, TX and has over 6 years of experience in the finance industry.
James Chambers (CRD# 2456865) is an Investment Advisor Representative working at Paragon Financial Advisors in Houston, TX and has over 28 years of experience in the finance industry. James Chambers 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.
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.
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.
Christine Nutt (CRD# 4752101) is an Investment Advisor Representative working at Paragon Financial Advisors in College Station, TX and has over 18 years of experience in the finance industry. Christine Nutt 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.
William Tebeaux (CRD# 2210960) is an Investment Advisor Representative working at Paragon Financial Advisors in College Station, TX and has over 30 years of experience in the finance industry. William Tebeaux 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.