Stephen Richard Mcgee

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

• 10/2014 → 09/2016
  Massmutual Life Insurance
  College Station, TX
• 02/2015 → 09/2016
  Mml Investors Services Llc
  San Antonio, TX
• 10/2016 → 07/2020
  Paragon Financial Advisors
  College Station, TX
• 07/2020 → Present
  Paragon Financial Advisors
  College Station, TX

Previous Registrations

• 2015-12-17 → 2016-10-04
  Mml Investors Services, Llc
  College Station, TX
  San Antonio, TX
  College Station, TX

Other Businesses

(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. (7) Brittany Koehl McGee Irr Trust; Non Investment-Related; College Station, TX; Trust; Trustee; 12/2024; 1 hr/mo; 0 hr/mo during securities trading hours; Duties are trustee related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-10-21
• S63 Uniform Securities Agent State Law Examination
  2015-03-05

Designations

• Certified Financial Planner

Other Names

• Stephen Mcgee