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Financial ADVSR advisor directory · SEC adviser records

Paragon Private Wealth Management LLC financial advisors in Lexington, KY

Every SEC-registered investment adviser representative at a Paragon Private Wealth Management LLC office in Lexington, A to Z.

The short answer

3 registered advisors work at Paragon Private Wealth Management LLC in Lexington, out of 3 at the firm nationwide; it ranks number 45 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Paragon Private Wealth Management LLC advisors in Lexington, A to Z

Every Paragon Private Wealth Management LLC advisor →

Paragon Private Wealth Management LLC advisors in every city and state →Paragon Private Wealth Management LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Lexington

All Lexington advisors →

Robert W. Baird & Co. Incorporated 38Meridian Wealth Management, LLC 36LPL Financial LLC 34Keystone Financial Group, LLC 26Merrill Lynch, Pierce, Fenner & Smith Incorporated 26McF Advisors, LLC 25Raymond James Financial Services Advisors, Inc. 24Edward Jones 19Raymond James & Associates, Inc. 18J.P. Morgan Securities LLC 17Strategic Advisers LLC 17Morgan Stanley 16

Questions

How many financial advisors does Paragon Private Wealth Management LLC have in Lexington?

3 investment adviser representatives are registered at Paragon Private Wealth Management LLC offices in Lexington, Kentucky, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Paragon Private Wealth Management LLC one of the largest advisor employers in Lexington?

Paragon Private Wealth Management LLC ranks number 45 in Lexington by registered advisors; Robert W. Baird & Co. Incorporated has the most, with 38.

How do I check a Paragon Private Wealth Management LLC advisor in Lexington?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Paragon Private Wealth Management LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.