Unclaimed Profile

Stephen Richard Mcgee

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

SIE, Series 6, Series 7, Series 63, Series 65CFPClean record10 years registeredPARAGON ADVISORS, L.L.C.

215 ROCK PRAIRIE RD., COLLEGE STATION, TX 77845CRD# 6408895Firm CRD# 143721

Profile Verification

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

Identity

Stephen Richard Mcgee · COLLEGE STATION, TX

Registration

CRD #6408895 · PARAGON ADVISORS, L.L.C. · 10 years registered

Brand Profile

Not yet started

Career History

PARAGON FINANCIAL ADVISORS

Oct 2016 – present

MML INVESTORS SERVICES, LLC

Dec 2015 – Oct 2016

College Station, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · December 17, 2015

Years registered · 10

Professional designation · CFP

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 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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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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