Paragon Financial Services
Paragon Financial Services (CRD# 164832) is a financial advisory firm headquartered in Richmond, VA. They manage $79,441,562 in 415 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management79MILLION
Total Number of Accounts415ACCOUNTS
Average Account Value$191,425
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, TX, VA
Ryan Smith (CRD# 4716531) is an Investment Advisor Representative working at Paragon Financial Services in Richmond, VA and has over 14 years of experience in the finance industry. Ryan Smith 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.
Simon Woon (CRD# 2581241) is an Investment Advisor Representative working at Paragon Financial Services in Richmond, VA and has over 23 years of experience in the finance industry.