Best Investors Account Sign in
Inactive

David Wall Hailey

Paragon Financial Advisors

College Station, TX

CRD 5318829

Claim This Profile
Employer firm

Paragon Financial Advisors CRD 143721

$1.05B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Paragon Financial Advisors

215 Rock Prairie Rd., College Station, TX 77845 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2007-05-16
  • TX RA
    APPROVED
    Since 2007-05-16

Branch Locations

215 Rock Prairie Rd., College Station, TX 77845 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Paragon Financial Advisors College Station TX 05/2007 Present
Paragon Financial Advisors College Station TX 08/2015 Present
Other Businesses

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

Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in College Station, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor