Robert Casey Calhoun
Investment adviser representative at Paragon Financial Advisors
10 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Paragon Financial AdvisorsJan 2016 to now
Designations
- CFP® certification
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (TX).
Paragon Financial Advisors
Legal name: Paragon Advisors, L.L.C.
$1BAssets managed
458Clients
12Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6413899
- Firm CRD
- 143721