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).

By the Numbers
  • Total Assets Under Management
    553
    MILLION
  • 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
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 - 6 of 6 top financial advisors.
1
Robert C. Calhoun
CRD#: 6413899
215 Rock Prairie Rd., College Station, TX 77845

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.

2
James E. Chambers
CRD#: 2456865
1880 White Oak #125, Houston, TX 77009

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.

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

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
Stephen R. McGee
CRD#: 6408895
215 Rock Prairie Rd., College Station, TX 77845

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.

5
Christine M. Nutt
CRD#: 4752101
215 Rock Prairie Rd., College Station, TX 77845

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.

6
William J. Tebeaux
CRD#: 2210960
215 Rock Prairie Road, College Station, TX 77845

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.

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