Unclaimed Profile

Shari Jene Burns

PARAGON INVESTMENT MANAGEMENT INC·SEATTLE, Washington

Clean recordPARAGON INVESTMENT MANAGEMENT INC

1420 5TH STREET, SEATTLE, WA 98101CRD# 2714552Firm CRD# 107869

Profile Verification

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

Identity

Shari Jene Burns · SEATTLE, WA

Registration

CRD #2714552 · PARAGON INVESTMENT MANAGEMENT INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Shari Jene Burns is a registered financial advisor based in SEATTLE, Washington, affiliated with PARAGON INVESTMENT MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

PARAGON INVESTMENT MANAGEMENT INC

AUM

$1.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at PARAGON INVESTMENT MANAGEMENT INC →

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2714552

Firm CRD# 107869

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Shari Jene Burns offer?

Shari Jene Burns specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SEATTLE, Washington for a consultation.

What are Shari Jene Burns's credentials?

Shari Jene Burns is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Shari Jene Burns located?

Shari Jene Burns 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 Shari Jene Burns charge for services?

Shari Jene Burns'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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