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Christine M. Nutt

PARAGON FINANCIAL ADVISORS
College Station, TX 77845
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CRD#: 4752101
CN

Professional summary


Christine M Nutt, CFP® is a registered financial advisor currently at PARAGON FINANCIAL ADVISORS located in College Station, Texas.

Christine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Christine has worked at 6 firms and has passed the Series 65, Series 63, Series 66, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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 Christine M Nutt'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®

Start date: 2007

Experience


Current

February 27, 2016 - Present

PARAGON FINANCIAL ADVISORS

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

August 13, 2015 - February 8, 2016

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
BRYAN, TX
Past

April 30, 2015 - February 8, 2016

SECURITIES AMERICA, INC.

BD
CRD#: 10205
BRYAN, TX
Past

June 11, 2009 - June 1, 2011

FRANKLIN, PARLAPIANO, TURNER & WELCH LLC

RIA
CRD#: 114465
HOUSTON, TX
Past

October 13, 2006 - May 29, 2009

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
HOUSTON, TX
Past

September 28, 2006 - May 29, 2009

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
HOUSTON, TX
Past

June 29, 2004 - June 23, 2006

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
HOUSTON, TX
Past

May 5, 2004 - February 3, 2006

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
DALLAS, TX

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
(2/27/2016)

Exams


State Security Law Exam
IAR
Series 65
Date: 7/27/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
State Security Law Exam
RR
IAR
Series 66
Date: 2/2/2004
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PARAGON 2025 ANNUAL AMENDED ADV PART 2A (3/24/2025)

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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