Unclaimed Profile

Evan Floyd Shorten

PARAGON FINANCIAL PARTNERS, INC.·WOODLAND HILLS, California

Series 7, Series 9, Series 10, Series 24, Series 31, Series 63, Series 65Clean record27 years registeredPARAGON FINANCIAL PARTNERS, INC.

5850 CANOGA AVENUE, WOODLAND HILLS, CA 91367CRD# 2844733Firm CRD# 158041

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Evan Floyd Shorten · WOODLAND HILLS, CA

Registration

CRD #2844733 · PARAGON FINANCIAL PARTNERS, INC. · 27 years registered

Brand Profile

Not yet started

Career History

PARAGON FINANCIAL PARTNERS

Jun 2011 – present

JVIF, LLC

May 2018 – Aug 2018

WOODLAND HILLS, CA

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Sep 2009 – Jul 2011

LOS ANGELES, CA

STRATEGIC ADVISERS, INC.

Mar 1999 – Sep 2009

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 9

Series 10

Series 24

Series 31

Series 63

Series 65

Registration record

First registered · March 26, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PARAGON FINANCIAL PARTNERS, INC.

CRD 158041 · SEC 801-72424

AUM

$281M

Regulatory assets under management

Employees

528 client accounts

Services offered by PARAGON FINANCIAL PARTNERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PARAGON FINANCIAL PARTNERS, INC. →

Introduction

Speak with Evan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Evan is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WOODLAND HILLS?

Browse all registered financial advisors in WOODLAND HILLS, California or claim this profile if it's yours.

Browse WOODLAND HILLS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Evan Floyd Shorten offer?

Evan Floyd Shorten specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WOODLAND HILLS, California for a consultation.

What are Evan Floyd Shorten's credentials?

Evan Floyd Shorten is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Evan Floyd Shorten located?

Evan Floyd Shorten is based in WOODLAND HILLS, California, working with PARAGON FINANCIAL PARTNERS, INC.. Their office serves clients in the WOODLAND HILLS metropolitan area and surrounding communities.

How does Evan Floyd Shorten charge for services?

Evan Floyd Shorten's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PARAGON FINANCIAL PARTNERS, INC.?

PARAGON FINANCIAL PARTNERS, INC. has approximately 2 employees and manages $281M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →