Guerry C Harris
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Chuck Harris, Guerry Charles Harris
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
33 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
PARAGON CAPITAL MANAGEMENT LLC
Contact Information
Main Address
9200 Indian Creek Pkwy Suite 600, Overland Park, KS 66210Phone Number
(913) 451-2254# of Employees
10SEC notice filing (19 States and Territories)
Registered to provide investment advisory services in 19 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
785AUM (Assets Under Management)
$739,780,556Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
PARAGON CAPITAL MANAGEMENT LLC
State Registrations and Notice Filings
(12/12/2019)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed Jan 1996Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Guerry C Harris's CRS (Customer Relationship Summary).
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