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Nathan Dale White

PARAGON CAPITAL MANAGEMENT INC·PROVO, Utah
Series 7, Series 24, Series 63Clean record19 years registeredPARAGON CAPITAL MANAGEMENT INC
3651 NORTH 100 EAST, PROVO, UT 84604-4557CRD# 2786197Firm CRD# 105962

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nathan Dale White · PROVO, UT
Registration
CRD #2786197 · PARAGON CAPITAL MANAGEMENT INC · 19 years registered
Brand Profile
Not yet started
01

Career History

PARAGON WEALTH MANAGEMENT
Nov 2006 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Registration record
First registered · November 14, 2006
Years registered · 19
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 →
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05

Frequently Asked Questions

What services does Nathan Dale White offer?
Nathan Dale White specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in PROVO, Utah for a consultation.
What are Nathan Dale White's credentials?
Nathan Dale White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nathan Dale White located?
Nathan Dale White 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 Nathan Dale White charge for services?
Nathan Dale White'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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David Allen Young
PROVO, UT

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