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Chief Financial Officer · Paragon Asset Management Inc.

Linda M. Lee

CRD 305352 · Named on Form ADV at one SEC-registered adviser

At a glance

Paragon Asset Management Inc., an SEC-registered wealth manager based in Orinda, CA with $116 million in regulatory assets, lists Linda M. Lee on its Form ADV as Chief Financial Officer, a control person.

Firms and roles

AtlasMembers

Linda’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
1 firmLocked
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.

Colleagues named on the same filings

  • Eugene Y. ChowPresident, Chief Compliance Officer, Paragon Asset Management Inc.

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