Patricia
Hall
Paragon Financial Services
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About this Advisor
Patricia Hall is a financial advisor based in Henrico, Virginia, working with Paragon Financial Services. Patricia has previously held positions at Securities America, Inc, Security America Advisors, Cary Street Partners, LPL Financial LLC, and Paragon Financial Services. Patricia has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Virginia. Currently, Patricia is part of Paragon Financial Services, which operates out of Henrico, Virginia. The firm has 4 employees and manages assets totaling $280.9 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at Paragon Financial Services includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Paragon Financial Services Brokerage Details
$280,905,882
4
1,239
$226,720
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Patricia Hall Work History
Lpl Financial LLC
Paragon Financial Services
Cary Street Partners
Securitiy America Advisors
Securities America, Inc
Disclosures
Please visit the SEC profile of Patricia Hall 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 Services
Henrico, VA
Henrico, VA
Henrico, VA
Henrico, VA
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