Be advised. This firm is no longer registered.

Paragon Wealth Strategies, LLC

Paragon Wealth Strategies, LLC (CRD# 146543) is a financial advisory firm headquartered in Jacksonville, FL. They manage $456,298,012 in 1,501 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    456
    MILLION
  • Total Number of Accounts
    1,501
    ACCOUNTS
  • Average Account Value
    $303,996
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, NC, NH, NV, OH, SC, TX, VA

Financial Advisors at Paragon Wealth Strategies, LLC
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.