David W. Hailey
PARAGON FINANCIAL ADVISORS
College Station, TX 77845
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CRD#: 5318829
Professional summary
David Wall Hailey, CFP® is a registered financial advisor currently at PARAGON FINANCIAL ADVISORS located in College Station, Texas.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. David has worked at 1 firm .
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.
1. R & D HAILEY FAMILY LIMITED PARTNERSHIP, 3209 CATERINA LN., COLLEGE STATION, TX 77845. REAL ESTATE/FARM LAND, LIMITED PARTNER, STARTED IN 8/15/2003, HOURS DEVOTED MONTHLY 2, DURING SECURITIES TRADING 1, MAINTAIN BUSINESS RECORDS 2. HAILEY BAR W RANCH, INC., 3209 CATERINA LN., COLLEGE STATION, TX 77845, AGRICULTURAL/RANCHING, PRESIDENT, STARTED 10/31/2003, HOURS DEVOTED MONTHLY 24, DURING SECURITIES TRADING 1, MAINTAIN BUSINESS RECORDS AND OVERSEE OPERATIONS. 3. WALL FOUNDATION, INC., 3209 CATERINA LN., COLLEGE STATION, TX 77845, AGRICULTURAL/RANCHING, PRESIDENT, STARTED 10/17/1990, HOURS DEVOTED MONTHLY 16, DURING SECURITIES TRADING 1, MAINTAIN BUSINESS RECORDS AND OVERSEE OPERATIONS. 4. LCA REAL ESTATE, LLC, 215 Rock Prairie Road, COLLEGE STATION, TX 77845, REAL ESTATE/RENTAL PROPERTY, MANAGING MEMBER, STARTED 3/6/2007, HOURS DEVOTED MONTHLY 3, DURING SECURITIES TRADING 1, MAINTAIN BUSINESS RECORDS AND PAY BILLS RELATED TO PROPERTY
CRS (Client Relationship Summary) - RIA
Click below to view David Wall Hailey's 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: 2003
Experience
Current
May 16, 2007 - Present
PARAGON FINANCIAL ADVISORS
Office #1: 215 Rock Prairie Rd., College Station, TX 77845RIA
CRD#: 143721
College Station, 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(5/16/2007)
Exams
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)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 2,329 |
| AUM (Assets Under Management) | $ 847,006,835 |
Red Flags
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