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William Jene Tebeaux

William J. Tebeaux

PARAGON FINANCIAL ADVISORS
COLLEGE STATION, TX 77845
CRD#: 2210960
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William Jene Tebeaux
William Jene TebeauxPARAGON FINANCIAL ADVISORS

Professional summary

William Jene Tebeaux, CFP®, who also goes by William J Tebeaux, is a registered financial advisor currently at PARAGON FINANCIAL ADVISORS located in College Station, Texas.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. William has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

William J Tebeaux

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Jene Tebeaux's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 1988

Experience

Current

June 3, 2026 - Present

PARAGON FINANCIAL ADVISORS

Office #1: 215 Rock Prairie Rd., College Station, TX 77845
RIA
CRD#: 143721
COLLEGE STATION, TX
Past

May 16, 2007 - May 1, 2024

PARAGON FINANCIAL ADVISORS

RIA
CRD#: 143721
COLLEGE STATION, TX
Past

April 17, 2001 - May 23, 2007

CETERA INVESTMENT SERVICES LLC

RIA
CRD#: 15340
BRYAN, TX
Past

December 20, 1995 - May 23, 2007

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
BRYAN, TX
Past

April 3, 1992 - April 6, 1994

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PF
PARAGON FINANCIAL ADVISORS
PARAGON ADVISORS, L.L.C. | PARAGON FINANCIAL ADVISORS AND TRUST | PARAGON FINANCIAL ADVISORS | PARAGON ADVISORS, LLC

CRD#: 143721 / SEC#: 801-67813

RIA
Registered Investment Advisory firm - (5/16/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(6/3/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/28/1992
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/28/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 4/1/1992
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/8/2001
General Securities Principal Examination

Current Firm

PF
PARAGON FINANCIAL ADVISORS
PARAGON ADVISORS, L.L.C. | PARAGON FINANCIAL ADVISORS AND TRUST | PARAGON FINANCIAL ADVISORS | PARAGON ADVISORS, LLC

CRD#: 143721 / SEC#: 801-67813

RIA
Registered Investment Advisory firm - (5/16/2007 Approved)
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Contact information

Main Address
215 Rock Prairie Rd., College Station, TX 77845
Mailing Address
Phone number
(979) 693-3907
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PARAGON 2026 ANNUAL AMENDED ADV PART 2A (3/6/2026)

Regulatory assets under management

Total Number of Accounts2,329
AUM (Assets Under Management)$ 847,006,835

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PARAGON FINANCIAL ADVISORS

CRD#: 143721College Station, TX 77845

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