Financial ADVSR advisor directory · SEC adviser records
Paragon Financial Advisors financial advisors in College Station, TX
Every SEC-registered investment adviser representative at a Paragon Financial Advisors office in College Station, A to Z.
The short answer
12 registered advisors work at Paragon Financial Advisors in College Station, out of 12 at the firm nationwide; it ranks number 3 in the city by advisors. 9 list the CFP designation and 0 are also registered broker representatives.
Paragon Financial Advisors advisors in College Station, A to Z
Every Paragon Financial Advisors advisor →- Ryan M. BriggsInvestment adviser rep
- Andri I. BuckleyInvestment adviser rep
- Robert C. CalhounCertified Financial Planner, Chartered Financial Analyst
- David W. HaileyCertified Financial Planner
- Heather R. JendruschCertified Financial Planner
- Sarah E. KvistadCertified Financial Planner
- Matthew B. LeeCertified Financial Planner
- Stephen R. McGeeCertified Financial Planner
- Caleb A. RussellCertified Financial Planner
- Matthew J. SpradlingCertified Financial Planner
- Carissa F. StefflerInvestment adviser rep
- William J. TebeauxCertified Financial Planner, Chartered Financial Analyst
Paragon Financial Advisors advisors in every city and state →Paragon Financial Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in College Station
All College Station advisors →Edward Jones 14Merrill Lynch, Pierce, Fenner & Smith Incorporated 14Smith & Wyatt 7UBS Financial Services Inc. 7Sanctuary Advisors, LLC 6Tdc Capital Advisors, Inc. 5Briaud Financial Advisors 4Ofg Financial Services, Inc. 4Cambridge Investment Research Advisors, Inc. 3Charles Schwab & Co., Inc. 3LPL Financial LLC 3Morgan Stanley 3
Questions
How many financial advisors does Paragon Financial Advisors have in College Station?
12 investment adviser representatives are registered at Paragon Financial Advisors offices in College Station, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 12 nationwide. 9 list the CFP designation and 0 are also registered as broker representatives.
Is Paragon Financial Advisors one of the largest advisor employers in College Station?
Paragon Financial Advisors ranks number 3 in College Station by registered advisors; Edward Jones has the most, with 14.
How do I check a Paragon Financial Advisors advisor in College Station?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Paragon Financial Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.