Guerry HarrisCRD Number: 2312550
Current Firm: Paragon Capital Management LLC
Guerry Harris (CRD# 2312550) is an Investment Advisor Representative working at Paragon Capital Management LLC in Overland Park, KS and has over 29 years of experience in the finance industry.
Financial Partners Group, Inc.
Mariner Wealth Advisors
Prime Capital Investment Advisors, LLC
|Paragon Capital Management, LLC||Overland Park, KS||Dec 2019 - Current||2|
|Charles Schwab & Company, Inc.||Austin, TX||Jun 2006 - Nov 2019||13|
|Charles Schwab Bank||Austin, TX||Jun 2006 - Nov 2019||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1993|
|S66||NASAA Uniform Combined State Law Examination||Dec 2006|
Total Assets Under Management441MILLIONS
Total Number of Accounts595ACCOUNTS
Average Account Value$741,552
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AR, CA, CO, CT, FL, GA, IA, ID, IL, KS, MA, MN, MO, MS, NC, NE, NJ, NV, NY, OK, OR, TX, WA
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