Paragon Financial Services

Paragon Financial Services (CRD# 164832) is a financial advisory firm headquartered in Richmond, VA. They manage $79,725,561 in 389 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    80
    MILLION
  • Total Number of Accounts
    389
    ACCOUNTS
  • Average Account Value
    $204,950
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
  • Other
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.

FL, TX, VA

Financial Advisors at Paragon Financial Services
Showing 1 - 2 of 2 top financial advisors.
1
Ryan M. Smith
CRD#: 4716531
3761 Westerre Parkway, Suite H, Richmond, VA 23233
96
Wealthminder
score

Ryan Smith (CRD# 4716531) is an Investment Advisor Representative working at Paragon Financial Services in Richmond, VA and has over 12 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.

2
Simon V. Woon
CRD#: 2581241
3761 Westerre Parkway, Suite H, Richmond, VA 23233
93
Wealthminder
score

Simon Woon (CRD# 2581241) is an Investment Advisor Representative working at Paragon Financial Services in Richmond, VA and has over 21 years of experience in the finance industry.

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