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).

Current Firm Details
3761 Westerre Parkway, Suite H, Richmond, VA 23233
http://www.paragonfinancialservices.biz
By the Numbers
  • Total Assets Under Management
    281
    MILLION
  • Total Number of Accounts
    1,239
    ACCOUNTS
  • Average Account Value
    $226,720
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, LA, NC, NJ, SC, TX, VA

Financial Advisors at Paragon Financial Services
Showing 1 - 4 of 4 top financial advisors.
1
Amy Kemp, financial advisor Richmond VA
Amy E. Kemp
CRD#: 6011937
3761 Westerre Parkway, Suite H, Richmond, VA 23233

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.

2
Ryan Smith, financial advisor Richmond VA
Ryan M. Smith
CRD#: 4716531
3761 Westerre Parkway, Suite H, Richmond, VA 23233

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.

3
Simon Woon, financial advisor Richmond VA
Simon V. Woon
CRD#: 2581241
3761 Westerre Parkway, Suite H, Richmond, VA 23233

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.

4
Patricia Hall, financial advisor Richmond VA
Patricia A. Hall
CRD#: 4935632
3761 Westerre Parkway, Suite H, Richmond, VA 23233

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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