Unclaimed Profile

Marjanne Kae Masterman

PARAGON INVESTMENT MANAGEMENT INC·SEATTLE, Washington

Series 4, Series 7, Series 8, Series 24, Series 63Clean record25 years registeredPARAGON INVESTMENT MANAGEMENT INC

1420 5TH STREET, SEATTLE, WA 98101CRD# 867536Firm CRD# 107869

Profile Verification

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

Identity

Marjanne Kae Masterman · SEATTLE, WA

Registration

CRD #867536 · PARAGON INVESTMENT MANAGEMENT INC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PARAGON INVESTMENT MANAGEMENT INC

GOLDMAN SACHS PERSONAL FINANCIAL MANAGEMENT

Dec 2012 – Jun 2021

SEATTLE, WA

PARAGON INVESTMENT MANAGEMENT INC

Jan 2001 – Apr 2013

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

Series 4

Series 7

Series 8

Series 24

Series 63

Registration record

First registered · January 24, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PARAGON INVESTMENT MANAGEMENT INC

CRD 107869 · SEC 801-39191

AUM

$1.2B

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Marjanne Kae Masterman offer?

Marjanne Kae Masterman specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Marjanne Kae Masterman's credentials?

Marjanne Kae Masterman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marjanne Kae Masterman located?

Marjanne Kae Masterman is based in SEATTLE, Washington, last registered with PARAGON INVESTMENT MANAGEMENT INC.

How does Marjanne Kae Masterman charge for services?

Marjanne Kae Masterman'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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