Guerry C. Harris
Professional summary
Guerry C Harris, CFP®, who also goes by Chuck Harris, Guerry Charles Harris, is a registered financial advisor currently at PARAGON CAPITAL MANAGEMENT LLC located in Austin, Texas.
Guerry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Guerry has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Guerry C Harris's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 12, 2019 - Present
PARAGON CAPITAL MANAGEMENT LLC
December 11, 2006 - November 25, 2019
CHARLES SCHWAB & CO., INC.
June 16, 2006 - November 25, 2019
CHARLES SCHWAB & CO., INC.
October 9, 2003 - February 28, 2006
ALLSTATE FINANCIAL SERVICES, LLC
November 22, 1993 - October 29, 2002
CHARLES SCHWAB & CO., INC.
March 11, 1993 - September 30, 1993
RAYMOND JAMES & ASSOCIATES, INC.
Primary Firm SEC Registration
PARAGON CAPITAL MANAGEMENT LLC
CRD#: 108168 / SEC#: 801-55805
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/12/2019)
Exams
Series 8
Date: 1/19/1996
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
PARAGON CAPITAL MANAGEMENT LLC
CRD#: 108168 / SEC#: 801-55805
Contact information
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 716 |
| AUM (Assets Under Management) | $ 633,139,441 |
Red Flags
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