Guerry
Harris
Paragon Capital Management LLC
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About this Advisor
Guerry Harris is a financial advisor based out of Overland Park, Kansas with 4 years of relevant experience. Harris works at Paragon Capital Management LLC. The advisor has gained experience at Charles Schwab & Co., Inc, Charles Schwab Bank and Paragon Capital Management, LLC. Harris holds Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to serve investors in Texas. Paragon Capital Management LLC is a firm that has its headquarters in Overland Park, KS. The firm has a total of six advisors. It administers $451 million in assets between its 636 accounts, making it one of the bigger firms in the country by assets under management. Of its 636 client accounts, 53% are held by high-net-worth clients who have greater than $1 million in assets. Paragon Capital Management LLC offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules depend on which service is offered. However, fees charged by Paragon Capital Management LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Paragon Capital Management LLC Brokerage Details
$451,242,005
6
636
$709,500
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Guerry Harris Work History
Guerry has been registered as a financial advisor for 4 years.*
Paragon Capital Management, LLC
Charles Schwab & Co., Inc
Charles Schwab Bank
*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 Guerry Harris 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 Capital Management LLC
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Delray Beach, FL
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