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Gary Richard Mitchell

PARAGON INVESTMENT MANAGEMENT INC·SEATTLE, Washington
Series 6, Series 63, Series 65Clean record30 years registeredPARAGON INVESTMENT MANAGEMENT INC
1420 5TH STREET, SEATTLE, WA 98101CRD# 1432266Firm CRD# 107869

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gary Richard Mitchell · SEATTLE, WA
Registration
CRD #1432266 · PARAGON INVESTMENT MANAGEMENT INC · 30 years registered
Brand Profile
Not yet started
01

Career History

UNITED CAPITAL FINANCIAL ADVISORS
Dec 2012 – present
PARAGON INVESTMENT MANAGEMENT INC
Apr 1996 – Apr 2013
SEATTLE, WA
P.I.M., INC.
Feb 1996 – Nov 2010
SEATTLE, WA
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Series 65
Registration record
First registered · February 2, 1996
Years registered · 30
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PARAGON INVESTMENT MANAGEMENT INC
CRD 107869 · SEC 801-39191
AUM
$1.2B
Regulatory assets under management
Employees
11
627 client accounts
Services offered by PARAGON INVESTMENT MANAGEMENT INC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at PARAGON INVESTMENT MANAGEMENT INC →
Introduction

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05

Frequently Asked Questions

What services does Gary Richard Mitchell offer?
Gary Richard Mitchell specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SEATTLE, Washington for a consultation.
What are Gary Richard Mitchell's credentials?
Gary Richard Mitchell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gary Richard Mitchell located?
Gary Richard Mitchell is based in SEATTLE, Washington, working with PARAGON INVESTMENT MANAGEMENT INC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.
How does Gary Richard Mitchell charge for services?
Gary Richard Mitchell's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PARAGON INVESTMENT MANAGEMENT INC?
PARAGON INVESTMENT MANAGEMENT INC has approximately 11 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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