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MS

Matthew J. Spradling

PARAGON FINANCIAL ADVISORS
College Station, TX 77845
Some features on this profile are disabled
CRD#: 7621652
MS

Professional summary

Matthew Jordan Spradling is a registered financial advisor currently at PARAGON FINANCIAL ADVISORS located in College Station, Texas.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Matthew has worked at 1 firm and has passed the Series 65 exam.

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 Matthew Jordan Spradling'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®
None

Experience

Current

August 23, 2022 - Present

PARAGON FINANCIAL ADVISORS

Office #1: 215 Rock Prairie Rd., College Station, TX 77845
RIA
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
(8/23/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/11/2021
Uniform Investment Adviser Law 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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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 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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