Elizabeth McLeod, financial advisor Overland Park KS
93 score

Elizabeth McLeod

CRD Number: 1456686
Current Firm: Paragon Capital Management LLC

Elizabeth McLeod (CRD# 1456686) is an Investment Advisor Representative working at Paragon Capital Management LLC in Overland Park, KS and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Paragon Capital Management, LLC Overland Park, KS Nov 2001 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1986
S65 NASAA Investment Advisors Law Examination Jun 1995
Contact Info for Elizabeth J. McLeod
Phone Number: 913-451-2254
Registered State(s):
  • AZ
  • MO
  • MI
  • KS
By the Numbers
  • Total Assets Under Management
    457
    MILLIONS
  • Total Number of Accounts
    317
    ACCOUNTS
  • Average Account Value
    $1,441,379
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, CO, FL, IA, KS, MI, MO, NE, NV, OK, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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