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Matthew Brandon Lee

Paragon Financial Advisors

College Station, TX

CRD 8092759

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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 2025-05-27
  • TX RA
    APPROVED
    Since 2025-05-27

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 05/2026 Present
Paragon Financial Advisors College Station TX 05/2025 05/2026
Paragon Financial Advisors College Station TX 06/2023 04/2025
Berry College Mount Berry GA 07/2020 06/2023
Berry College Mount Berry GA 07/2014 06/2020
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRADITIONS WEALTH ADVISORS, LLC.
EDWARD JONES

Nearby Investors

ROBERT HENRY PUTZ
AMY JO SCHIELACK
DAVID JOHN RHODES

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLLEGE STATION, TX
TRADITIONS WEALTH ADVISORS, LLC. · COLLEGE STATION, TX
EDWARD JONES · COLLEGE STATION, TX

More in College Station, TX

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