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David Allen Young

PARAGON CAPITAL MANAGEMENT INC·PROVO, Utah
Series 7, Series 63, Series 65Clean record32 years registeredPARAGON CAPITAL MANAGEMENT INC
3651 NORTH 100 EAST, PROVO, UT 84604-4557CRD# 1503747Firm CRD# 105962

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Allen Young · PROVO, UT
Registration
CRD #1503747 · PARAGON CAPITAL MANAGEMENT INC · 32 years registered
Brand Profile
Not yet started
01

Career History

PARAGON WEALTH MANAGEMENT
Jan 2003 – present
PARAGON CAPITAL MANAGEMENT INC
Nov 1993 – Dec 2002
PROVO, UT
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · November 26, 1993
Years registered · 32
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PARAGON CAPITAL MANAGEMENT INC
CRD 105962 · SEC 801-45326
AUM
$156M
Regulatory assets under management
Employees
5
434 client accounts
Services offered by PARAGON CAPITAL MANAGEMENT INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at PARAGON CAPITAL MANAGEMENT INC →
Introduction

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05

Frequently Asked Questions

What services does David Allen Young offer?
David Allen Young specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in PROVO, Utah for a consultation.
What are David Allen Young's credentials?
David Allen Young is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Allen Young located?
David Allen Young is based in PROVO, Utah, working with PARAGON CAPITAL MANAGEMENT INC. Their office serves clients in the PROVO metropolitan area and surrounding communities.
How does David Allen Young charge for services?
David Allen Young's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PARAGON CAPITAL MANAGEMENT INC?
PARAGON CAPITAL MANAGEMENT INC has approximately 5 employees and manages $156M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nathan Dale White
PROVO, UT

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