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Sarah D Buenger

PARAGON ADVISORS, L.L.C.·COLLEGE STATION, Texas
Clean record22 years registeredPARAGON ADVISORS, L.L.C.
215 ROCK PRAIRIE RD., COLLEGE STATION, TX 77845CRD# 4722812Firm CRD# 143721

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sarah D Buenger · COLLEGE STATION, TX
Registration
CRD #4722812 · PARAGON ADVISORS, L.L.C. · 22 years registered
Brand Profile
Not yet started
01

Career History

May 2023present
TRADITIONS WEALTH ADVISORS, LLC.
Oct 2018May 2023
COLLEGE STATION, TX
MITCHELL CLARK & COMPANY
May 2018Sep 2018
Bedias, TX
FRUITION FINANCIAL PLANNING
Aug 2016May 2017
BEDIAS, TX
Apr 2009Aug 2015
COLLEGE STATION, TX
Oct 2003Mar 2009
BRYAN, TX
02

Registrations & Exams

Registration record
First registered · October 22, 2003
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PARAGON ADVISORS, L.L.C.
CRD 143721 · SEC 801-67813
AUM
$681M
Regulatory assets under management
Employees
12
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
Introduction

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05

Frequently Asked Questions

What services does Sarah D Buenger offer?
Sarah D Buenger specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COLLEGE STATION, Texas for a consultation.
What are Sarah D Buenger's credentials?
Sarah D Buenger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sarah D Buenger located?
Sarah D Buenger 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 Sarah D Buenger charge for services?
Sarah D Buenger'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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