William Jene Tebeaux

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2007 → 07/2019
  Paragon Advisors, Llc
  College Station, TX
• 05/2024 → 06/2026
  Retired
  College Station, TX
• 06/2026 → Present
  Paragon Financial Advisors
  College Station, TX
• 08/2019 → 05/2024
  Paragon Advisors, Llc
  College Station, TX

Previous Registrations

• 2007-05-16 → 2024-05-01
  Paragon Financial Advisors
  College Station, TX
• 2001-04-17 → 2007-05-23
  Cetera Investment Services Llc
  Bryan, TX

Other Businesses

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, Management

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-04-28
• S65 Uniform Investment Adviser Law Examination
  1992-04-28

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• William J Tebeaux