Simon
Woon
Paragon Financial Services
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About this Advisor
Simon Woon is a financial advisor based in Henrico, Virginia, working with Paragon Financial Services. Simon has previously held positions at Lpl Financial, LLC (formerly Linsco/Private Ledger Corp.) and Paragon Financial Services. Simon has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas and Virginia. Currently, Simon 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
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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
Simon Woon Work History
Paragaon Financial Services
Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.)
Disclosures
Please visit the SEC profile of Simon Woon 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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