David A. Young

PARAGON WEALTH MANAGEMENT

PROVO, UT 84604

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CRD#: 1503747

Professional summary

David Allen Young is a registered financial advisor currently at PARAGON WEALTH MANAGEMENT located in Provo, Utah.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. David has worked at 7 firms and has passed the Series 63, Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) OC JONES & SONS, 1520 FOURTH STREET, BERKELEY, CA 94710 / MEMBER - BOARD OF DIRECTORS SINCE 2013 / NOT INVESTMENT RELATED / 4 TO 5 HRS PER MONTH - 1-2 DURING TRADING HOURS 2.) Orem City; Not Investment Related; Orem City, UT; Mayor, Chairman of the City Council, Legislative Branch of the City Government; Start Date 01/03/2023; 40-80 hours per month with variation; 40-80 hours per month with variation during securities trading hours; Description of duties include: City Council meeting two days each month, 3:00 - 10:00pm and Chair all of the city council meetings, Face of the city at public events, Work with a variety of local agencies and government entities, Provide input for many important city decisions, ie. new city building, 10M gallon water project, New Parks, Rec Center, etc.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Allen Young's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 31, 2003 - Present

PARAGON WEALTH MANAGEMENT

Office #1: 3651 North 100 East Suite 275, Provo, UT 84604

RIA

CRD#: 105962

PROVO, UT

Past

July 27, 2004 - May 8, 2007

GOLDEN BENEFICIAL SECURITIES CORPORATION

CRD#: 48029

PROVO, UT

Past

April 26, 2002 - July 20, 2004

BOLTON GLOBAL CAPITAL

CRD#: 15650

BOLTON, MA

Past

November 26, 1993 - December 31, 2002

PARAGON WEALTH MANAGEMENT

RIA

CRD#: 105962

PROVO, UT

Past

January 19, 1993 - January 30, 1995

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

CRD#: 5496

Past

October 5, 1989 - September 26, 1991

LONDON PACIFIC SECURITIES, INC.

CRD#: 25089

Past

December 22, 1986 - November 8, 1989

MML INVESTORS SERVICES, LLC

CRD#: 10409

Past

May 21, 1986 - October 10, 1986

WADDELL & REED

CRD#: 866

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PARAGON WEALTH MANAGEMENT

PARAGON CAPITAL MANAGEMENT INC | PARAGON WEALTH MANAGEMENT

CRD#: 105962 / SEC#: 801-45326

RIA

Registered Investment Advisory firm - (12/8/1993 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Utah
(2/3/2003)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 5/3/2002

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 5/13/1993

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 4/25/2002

General Securities Representative Examination

Current Firm

PARAGON WEALTH MANAGEMENT

PARAGON CAPITAL MANAGEMENT INC | PARAGON WEALTH MANAGEMENT

CRD#: 105962 / SEC#: 801-45326

RIA

Registered Investment Advisory firm - (12/8/1993 Approved)

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Contact information

Main Address

3651 North 100 East Suite 275, Provo, UT 84604-4557

Mailing Address

Phone number

(801) 375-2500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PARAGON ADV PART 2A (3/25/2025)

Regulatory assets under management

Total Number of Accounts	438
AUM (Assets Under Management)	$ 156,856,690

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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David A. Young

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Allen Young's CRS (Customer Relationship Summary).

Certified licenses

Experience

GOLDEN BENEFICIAL SECURITIES CORPORATION

BOLTON GLOBAL CAPITAL

PARAGON WEALTH MANAGEMENT

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

LONDON PACIFIC SECURITIES, INC.

MML INVESTORS SERVICES, LLC

WADDELL & REED

Primary Firm SEC Registration

PARAGON WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 63

Date: 5/3/2002

Series 65

Date: 5/13/1993

Series 7

Date: 4/25/2002

Current Firm

PARAGON WEALTH MANAGEMENT

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PARAGON WEALTH MANAGEMENT

TRUST BUT VERIFY

Contact information

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