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PARAGON PRIVATE WEALTH MANAGEMENT LLC
PARAGON PRIVATE WEALTH MANAGEMENT LLC
LEXINGTON, Kentucky
·
3 registered advisors
·
CRD# 312817
SEC# 801-120682
1
859-300-3985
01
Firm Overview
AUM
$283M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at PARAGON PRIVATE WEALTH MANAGEMENT LLC
3 registered advisors
Catherine Elizabeth Salsman
LEXINGTON, Kentucky
CRD# 3075121
Justin Alexander Sherman
LEXINGTON, Kentucky
CRD# 7340976
Mary Kathryn Lockwood
LEXINGTON, Kentucky
CRD# 4992826
05
Office Locations
LEXINGTON, Kentucky
3 advisors
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Data sourced from SEC Form ADV filings. PARAGON PRIVATE WEALTH MANAGEMENT LLC (CRD# 312817) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.