Brian Paragi, financial advisor Danville IL

Brian Paragi

CRD Number: 6858287
Current Firm: Prudential Financial Planning Services

Brian Paragi (CRD# 6858287) is an Investment Advisor Representative working at Prudential Financial Planning Services in Danville, IL and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Pruco Securities, LLC Champaign, IL Sep 2017 - Current 6
Prudential Insurance Company Of America Champaign, IL Sep 2017 - Current 6
Paragi Sales LLC Mahomet, IL Sep 2016 - Sep 2017 1
Unemployed Mahomet, IL Nov 2016 - Jun 2017 < 1
T.i.s. Inc. Champaign, IL Aug 1992 - Aug 2016 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2017
S65 NASAA Investment Advisors Law Examination Jun 2018
Contact Info for Brian J. Paragi
Phone Number: 800-235-7637
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    16,379
    MILLIONS
  • Total Number of Accounts
    113,575
    ACCOUNTS
  • Average Account Value
    $144,211
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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