Paragon Financial Services
Paragon Financial Services (CRD# 164832) is a financial advisory firm headquartered in Richmond, VA. They manage $280,905,882 in 1,239 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management281MILLION
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Total Number of Accounts1,239ACCOUNTS
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Average Account Value$226,720
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
FL, LA, NC, NJ, SC, TX, VA
Amy Kemp (CRD# 6011937) is an Investment Advisor Representative working at Paragon Financial Services in Richmond, VA and has over 11 years of experience in the finance industry.
Ryan Smith (CRD# 4716531) is an Investment Advisor Representative working at Paragon Financial Services in Richmond, VA and has over 20 years of experience in the finance industry.
Simon Woon (CRD# 2581241) is an Investment Advisor Representative working at Paragon Financial Services in Richmond, VA and has over 29 years of experience in the finance industry.
Patricia Hall (CRD# 4935632) is an Investment Advisor Representative working at Paragon Financial Services in Richmond, VA and has over 18 years of experience in the finance industry.