Business Description

The Paragon Difference
Many financial advisors offer a wide array of financial services, including retirement strategies, 401(k) advice, and even life planning. Some planners focus most of their efforts on developing a relationship with you, while others offer various value-added services.

When it comes to your wealth, there?s no doubt that you seek the very best care and attention. However, what about the focus on your actual investment strategy? Does an array of services lose its appeal if your investment portfolio is performing poorly and not allowing you to meet your objectives?

What sets Paragon Wealth Management apart from its peers is unique to the financial services industry?our fundamental roots lie in money management. That has been our primary focus for the past twenty years. Unlike most advisory firms, money management is our passion? not just one of myriad available services.

Helping you reach your financial objectives is the purpose of our existence.

General Information

Gender:

Male

CRD#:

1503747

Years of Experience in Financial Services:

Education

Academic Background

Graduated from Brigham Young University, 1980

Services

Investment Types:

Stocks Mutual Funds, Bonds, Other, Stocks, Bond Mutual Funds, International Investments, Real Estate, Alternative Investments

Qualifications & Memberships

Certifications, Accreditations & Designations:

Series 7, Series 63, Registered Investment Advisor (RIA) (State or SEC) or RIA representative, Series 65

Firm Information

Number of Advisors in Office:

Up to 10 employees

Assets Managed by Firm:

Yes

Compensation & Fees

Fee % Based on Assets:

1.85

Additional Details on Charges:

1.85% on the first $500,000
1.50% on the next $500,000
1.35% on the next $1,000,000
1.00% on everything over $2,000,000

Prepared By:

David Young