Investment adviser representative · Paragon Financial Advisors
Caleb A. Russell
CRD 6315328 · College Station, TX
At a glance
Caleb A. Russell is an investment adviser representative with Paragon Financial Advisors in College Station, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Caleb’s SEC record dates to 2025, about 1 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Paragon Financial AdvisorsSince August 2025College Station, TX · $1.0B in regulatory assets
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Caleb’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.