Unclaimed Profile

David Wall Hailey

PARAGON ADVISORS, L.L.C.·COLLEGE STATION, Texas

Clean record19 years registeredPARAGON ADVISORS, L.L.C.

215 ROCK PRAIRIE RD., COLLEGE STATION, TX 77845CRD# 5318829Firm CRD# 143721

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Wall Hailey · COLLEGE STATION, TX

Registration

CRD #5318829 · PARAGON ADVISORS, L.L.C. · 19 years registered

Brand Profile

Not yet started

Career History

PARAGON FINANCIAL ADVISORS

May 2007 – present

Registrations & Exams

Registration record

First registered · May 16, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PARAGON ADVISORS, L.L.C.

CRD 143721 · SEC 801-67813

AUM

$681M

Regulatory assets under management

Employees

2,050 client accounts

Services offered by PARAGON ADVISORS, L.L.C.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PARAGON ADVISORS, L.L.C. →

Introduction

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Frequently Asked Questions

What services does David Wall Hailey offer?

David Wall Hailey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COLLEGE STATION, Texas for a consultation.

What are David Wall Hailey's credentials?

David Wall Hailey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Wall Hailey located?

David Wall Hailey is based in COLLEGE STATION, Texas, working with PARAGON ADVISORS, L.L.C.. Their office serves clients in the COLLEGE STATION metropolitan area and surrounding communities.

How does David Wall Hailey charge for services?

David Wall Hailey's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PARAGON ADVISORS, L.L.C.?

PARAGON ADVISORS, L.L.C. has approximately 12 employees and manages $681M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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