David
Young
Paragon Wealth Management
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About this Advisor
David Young is a financial advisor based in Provo, Utah with a total of 20 years of relevant experience. Young is on the advisory team at Paragon Wealth Management. They have spent the entirety of their time as a financial advisor at Paragon Wealth Management. Young maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California, Texas and Utah. Paragon Wealth Management is a financial advisory company operating out of Provo, UT. It administers $137 million in assets across its 418 client accounts, placing it among the mid-sized firms in the country by assets under management. Of its 418 customer accounts, 21% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Paragon Wealth Management has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services depend on which services the firm provides the client. Fee types charged by Paragon Wealth Management likely consist of asset-based, hourly and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Paragon Wealth Management Brokerage Details
$136,575,024
4
418
$326,735
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
David Young Work History
David has been registered as a financial advisor for 20 years.*
Paragon Capital Management
*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 David Young 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 Wealth Management
Provo, UT
Provo, UT
Provo, UT
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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