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Andri Isabella Buckley

Investment Adviser Representative at Paragon Financial Advisors

College Station, TXCRD #8157543Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Andri Isabella Buckley is an investment adviser representative with Paragon Financial Advisors in College Station, TX, where they have been registered since 2025, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Texas.

Office

215 Rock Prairie Rd.
College Station, TX 77845

Advisors at this office: 11

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/27/2025

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Paragon Financial AdvisorsCurrent
10/27/2025 – College Station, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Paragon Financial Advisors
    Jun 2024 – no end date reportedCollege Station, TX
  2. Champion Capital Research
    Jun 2022 – Aug 2023Houston, TX
  3. Ring Energy, Inc.
    Apr 2021 – Aug 2021The Woodlands, TX
  4. The Woodlands Faith Bible Church
    May 2019 – Sep 2019The Woodlands, TX
  5. Baylor University
    Aug 2021 – May 2024Waco, TX
  6. The Woodlands College Park High School
    Aug 2017 – May 2021The Woodlands, TX
  7. Knox Junior High School
    Aug 2015 – Aug 2017The Woodlands, TX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Paragon Financial Advisors

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
Firm account minimum
$1,000,000 (waivable)
Firm's annual rate schedule by assets
  • First $2,000,0001.20%
  • $2,000,001 to $5,000,0001.00%
  • $5,000,001 to $10,000,0000.75%
  • Over $10,000,0010.50%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial planning (including retirement projections, estate and tax strategies) and investment management (tailored portfolios with access to public and private investments, cost-conscious and tax-efficient), coordinating with tax and legal professionals.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops
Firm areas of expertise
Wealth ManagementFinancial PlanningInvestment ManagementEstate PlanningRetirement PlanningTax StrategyFee-onlyCFACFPInstitutional PortfoliosEndowments+2 more

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
11
Offices listed on AdvisorFinder:
1
Main office:
College Station, TX
Founded:
2007
SEC file number:
801-67813

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 16, 2026

View full firm profile

Other advisors at Paragon Financial Advisors

10 other advisors in the directory

View Paragon Financial Advisors firm profile

Similar advisors in College Station, TX

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Andri Isabella Buckley has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Andri Isabella Buckley (Paragon Financial Advisors)