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Stephen Richard Mcgee

PARAGON ADVISORS, L.L.C.·COLLEGE STATION, Texas
Unclaimed Profile
215 ROCK PRAIRIE RD., COLLEGE STATION, TX 77845CRD# 6408895Firm CRD# 143721
01

About

Stephen Richard Mcgee is a registered financial advisor based in COLLEGE STATION, Texas, affiliated with PARAGON ADVISORS, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
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Firm Overview

Firm
PARAGON ADVISORS, L.L.C.
PARAGON FINANCIAL ADVISORS
AUM
$681M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at PARAGON ADVISORS, L.L.C. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6408895
Firm CRD# 143721
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Stephen Richard Mcgee offer?
Stephen Richard Mcgee specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COLLEGE STATION, Texas for a consultation.
What are Stephen Richard Mcgee's credentials?
Stephen Richard Mcgee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Richard Mcgee located?
Stephen Richard Mcgee 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 Stephen Richard Mcgee charge for services?
Stephen Richard Mcgee'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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Other advisors in COLLEGE STATION
Ronnie Lynn Craig — TDC CAPITAL ADVISORS, INC.Dillard Eugene Leverkuhn — TDC CAPITAL ADVISORS, INC.James Matthew Larkin — TDC CAPITAL ADVISORS, INC.Janet Briaud — BRIAUD FINANCIAL PLANNING INCDurwood Nmn Thompson — TDC CAPITAL ADVISORS, INC.
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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