CR
Caleb A. Russell
PARAGON FINANCIAL ADVISORS
College Station, TX 77845
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CRD#: 6315328
CR
Professional summary
Caleb Aaron Russell is a registered financial advisor currently at PARAGON FINANCIAL ADVISORS located in College Station, Texas.
Caleb is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Caleb has worked at 2 firms and has passed the Series 63, Series 7TO, SIE and Series 6 exams.
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- PARTNER; RISING TIDE PODCAST; NON-BUSINESS RELATED; COLLEGE STATION, TX; START DATE: 03/13/2020; HOURS PER MONTH: 8; HOURS DURING SECURITIES TRADING HOURS: 2; CO-CONTENT CREATION/BOOK ANALYSIS/DISCUSSION CREATION. 2- SECRETARY (BOARD MEMBER SINCE 2021); HARVEY LITTLE LEAGUE BASEBALL; NON-BUSINESS RELATED; BRYAN, TEXAS; LITTLE LEAGUE BASEBALL NON-PROFIT; START DATE: 09/04/2024; HOURS PER MONTH: 6-8; HOURS DURING SECURITIES TRADING HOURS: 0; DOCUMENT MINUTES, FACILITY MAINTENANCE, COACHING, FUNDING FOR FACILITIES/JERSEYS/EQUIPMENT/PARK UPGRADES.
CRS (Client Relationship Summary) - RIA
Click below to view Caleb Aaron Russell'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®
NoneExperience
Current
August 19, 2025 - Present
PARAGON FINANCIAL ADVISORS
Office #1: 215 Rock Prairie Rd., College Station, TX 77845RIA
CRD#: 143721
College Station, TX
Past
January 26, 2015 - December 19, 2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
College Sta, 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(8/19/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/16/2019
General Securities Representative ExaminationGeneral 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)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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