David
Hailey
Paragon Financial Advisors
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About this Advisor
David Hailey is a certified financial planner based in College Station, Texas, with a total of 16 years of relevant experience. Hailey is on the advisory team at Paragon Financial Advisors. During their career, the advisor has held roles at Paragon Advisors, LLC and Paragon Financial Advisors. Hailey is approved to work in Texas. Paragon Financial Advisors is a registered investment firm that has its headquarters in College Station, TX. It oversees $481 million in assets among its 1,881 client accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm provides financial advisory services to five charitable organizations. Of its 1,881 accounts, 38% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Fees charged by financial advisors typically vary depending on the financial services. However, fees billed by Paragon Financial Advisors can include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Paragon Financial Advisors Brokerage Details
$480,540,930
12
1,881
$255,471
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
David Hailey Work History
David has been registered as a financial advisor for 16 years.*
Paragon Financial Advisors
Paragon Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Hailey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Paragon Financial Advisors
College Station, TX
College Station, TX
College Station, TX
College Station, TX
College Station, TX
College Station, TX
College Station, TX
Houston, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
