Unclaimed Profile

Robert Casey Calhoun

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

Series 65Clean record10 years registeredPARAGON ADVISORS, L.L.C.

215 ROCK PRAIRIE RD., COLLEGE STATION, TX 77845CRD# 6413899Firm CRD# 143721

Profile Verification

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

Identity

Robert Casey Calhoun · COLLEGE STATION, TX

Registration

CRD #6413899 · PARAGON ADVISORS, L.L.C. · 10 years registered

Brand Profile

Not yet started

Career History

PARAGON FINANCIAL ADVISORS

Nov 2015 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 17, 2015

Years registered · 10

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

Speak with Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in COLLEGE STATION?

Browse all registered financial advisors in COLLEGE STATION, Texas or claim this profile if it's yours.

Browse COLLEGE STATION Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Robert Casey Calhoun offer?

Robert Casey Calhoun specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COLLEGE STATION, Texas for a consultation.

What are Robert Casey Calhoun's credentials?

Robert Casey Calhoun is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Casey Calhoun located?

Robert Casey Calhoun 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 Robert Casey Calhoun charge for services?

Robert Casey Calhoun'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →