Paragon Financial Advisors, LLC

Paragon Financial Advisors, LLC (CRD# 152134) is a financial advisory firm headquartered in Columbia, SC. They manage $33,400,000 in 104 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    104
    ACCOUNTS
  • Average Account Value
    $321,154
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

SC

Financial Advisors at Paragon Financial Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Meredith B. Cox
CRD#: 5747907
1226 Briargate Circle, Columbia, SC 29210
96
Wealthminder
score

Meredith Cox (CRD# 5747907) is an Investment Advisor Representative working at Paragon Financial Advisors, LLC in Columbia, SC and has over 14 years of experience in the finance industry. Meredith Cox has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Mark W. Zion
CRD#: 5747912
1226 Briargate Circle, Columbia, SC 29210
96
Wealthminder
score

Mark Zion (CRD# 5747912) is an Investment Advisor Representative working at Paragon Financial Advisors, LLC in Columbia, SC and has over 14 years of experience in the finance industry. Mark Zion has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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