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President and Chief Compliance Officer · Paragon Financial Partners

Evan F. Shorten

CRD 2844733 · Named on Form ADV at one SEC-registered adviser

At a glance

Paragon Financial Partners, an SEC-registered wealth manager based in Woodland Hills, CA with $330 million in regulatory assets, lists Evan F. Shorten on its Form ADV as President and Chief Compliance Officer, a control person.

Firms and roles

  • Paragon Financial PartnersPresident and Chief Compliance OfficerWealth manager · Woodland Hills, CA · $330M in regulatory assets

AtlasMembers

Evan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Evan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.