Evan
Shorten
Paragon Financial Partners
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About this Advisor
Evan Shorten is a certified financial planner working out of Woodland Hills, California with 12 years of relevant experience. Shorten currently works for Paragon Financial Partners. During their career, the advisor has held roles at Paragon Financial Partners, Inc, A Shorten Production and Jvif, LLC. Shorten maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in California and Texas. Paragon Financial Partners is an advisory business that has its headquarters in Woodland Hills, CA. It controls $247 million in assets under management among its 519 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 519 client accounts, 74% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors typically are based on the type of financial services. Fee types billed by Paragon Financial Partners most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Paragon Financial Partners Brokerage Details
$247,023,084
2
519
$475,960
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Evan Shorten Work History
Evan has been registered as a financial advisor for 12 years.*
A Shorten Production
Paragon Financial Partners, Inc
Jvif, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Evan Shorten to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Paragon Financial Partners
Woodland Hills, CA
Woodland Hills, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
