Stephen R. Mcgee
PARAGON FINANCIAL ADVISORS
College Station, TX 77845
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CRD#: 6408895
Professional summary
Stephen Richard Mcgee, CFP®, who also goes by Stephen Mcgee, is a registered financial advisor currently at PARAGON FINANCIAL ADVISORS located in College Station, Texas.
Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Stephen has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Stephen Mcgee
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) Name: KBTX Sports Inv rel: N Add: 4141 E. 29th Street Bryan, TX 77802 Nature: Pre Game Texas A&M Football Show for home football games at Kyle Field. Position: Color commentator Start date: 9/8/15 No. HR/MO: 2 No. HR/MO during sec trading: 0 (2) Name: Tex Ags. Inv rel: N Add: Nature: sports media Position: Color Commentator Start date: 01/2016 No. HR/MO: 2 No. HR/MO during sec trading: 2 Describe duties:Comment on football (3) BSM Capital LP; Non Investment-Related; College Station, TX; Media & Color Commentary; 1/1/2020; 2 hrs/mo; 2 hrs/mo during securities trading hours; Duties are management and media related roles. (4) BSM Capital LLC; Non Investment-Related; College Station, TX; Management; 1/1/2020; 0 hrs/mo; 0 hrs/mo during securities trading hours; No duties at this time. (6) MMO Brazos Investment LLC; Non Investment-Related; College Station, TX; Passive investment vehicle into a locally owned private business specializing in pest control, pool cleaning and janitorial services; Member; 4/4/2023; 0 hrs/mo; 0 hrs/mo during securities trading hours; No duties at this time.
CRS (Client Relationship Summary) - RIA
Click below to view Stephen Richard Mcgee'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: 2017
Experience
Current
October 14, 2016 - Present
PARAGON FINANCIAL ADVISORS
Office #1: 215 Rock Prairie Rd., College Station, TX 77845RIA
CRD#: 143721
College Station, TX
Past
December 17, 2015 - October 4, 2016
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
College Station, TX
Past
February 16, 2015 - October 4, 2016
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
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(10/14/2016)
Exams
State Security Law Exam
State Security Law Exam
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)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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Company Information
PARAGON FINANCIAL ADVISORS
CRD#: 143721College Station, TX 77845TRUST BUT VERIFY
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