Paragon Financial Advisors

Paragon Financial Advisors (CRD# 143721) is a financial advisory firm headquartered in College Station, TX. They manage $151,233,159 in 529 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    151
    MILLION
  • Total Number of Accounts
    529
    ACCOUNTS
  • Average Account Value
    $285,885
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Paragon Financial Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Christine M. Nutt
CRD#: 4752101
215 Rock Prairie Rd., College Station, TX 77845
96
Wealthminder
score

Christine Nutt (CRD# 4752101) is an Investment Advisor Representative working at Paragon Financial Advisors in College Station, TX and has over 13 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.

2
William J. Tebeaux
CRD#: 2210960
215 Rock Prairie Road, College Station, TX 77845
96
Wealthminder
score

William Tebeaux (CRD# 2210960) is an Investment Advisor Representative working at Paragon Financial Advisors in College Station, TX and has over 25 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.

3
David W. Hailey
CRD#: 5318829
215 Rock Prairie Rd., College Station, TX 77845
90
Wealthminder
score

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.

4
Robert C. Calhoun
CRD#: 6413899
215 Rock Prairie Rd., College Station, TX 77845
87
Wealthminder
score

Robert Calhoun (CRD# 6413899) is an Investment Advisor Representative working at Paragon Financial Advisors in College Station, TX and has over 2 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.