Shannon N. Yarbrough

PARAGON CAPITAL MANAGEMENT LLC

Babcock Ranch, FL

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CRD#: 2698757

Professional summary

Shannon N Yarbrough, who also goes by Shannon Nicole Fohey, Shannon Nicole Yarbrough, is a registered financial advisor currently at PARAGON CAPITAL MANAGEMENT LLC located in Babcock Ranch, Florida.

Shannon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Shannon has worked at 10 firms and has passed the Series 65, Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Shannon Nicole Fohey | Shannon Nicole Yarbrough

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.

10% OWNERSHIP - A.M.Y. PROPERTIES, LLC; 15616 SLATER ST., OVERLAND PARK, KS 66221. TYPE OF BUSINESS: OWNER / LANDLORD OF RENTAL PROPERTIES IN SPRINGFIELD, MO. WORK 1 HOUR PER MONTH AND 0 DURING TRADING HOURS. 35% OWNERSHIP - B.A.A.M INVESTMENTS, LLC.; 35% OWNERSHIP - B.A.Y. VENTURES, LLC.; 35% OWNERSHIP - WOLFPACK, LLC; 15616 SLATER ST., OVERLAND PARK, KS 66221. TYPE OF BUSINESS: INVEST IN JIMMY JOHNS FRANCHISE. DUTIES: OCCASIONAL BOOKKEEPING AND CATERING CALLS. WORKS 10 HOURS A MONTH AND 0 DURING TRADING HOURS. .9% EQUITY PARTNER - THINK BIG PARTNERS, LLC. TYPE OF BUSINESS: BUSINESS INCUBATOR / CO-WORKING SPACE FOR ENTREPRENEURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shannon N Yarbrough'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

October 21, 2020 - Present

PARAGON CAPITAL MANAGEMENT LLC

RIA

CRD#: 108168

Babcock Ranch, FL

Past

November 6, 2014 - October 26, 2020

FWM LEGACY, LLC

RIA

CRD#: 144344

KANSAS CITY, MO

Past

November 29, 2012 - November 27, 2018

YUKON WEALTH MANAGEMENT, INC.

RIA

CRD#: 109413

OVERLAND PARK, KS

Past

September 10, 2012 - November 21, 2012

CREATIVE PLANNING

RIA

CRD#: 105348

LEAWOOD, KS

Past

July 10, 2012 - September 6, 2012

YUKON WEALTH MANAGEMENT, INC.

RIA

CRD#: 109413

OVERLAND PARK, KS

Past

June 11, 2008 - May 19, 2009

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

OVERLAND PARK, KS

Past

January 1, 2008 - May 19, 2009

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

OVERLAND PARK, KS

Past

September 5, 2006 - January 3, 2008

A. G. EDWARDS & SONS, INC.

CRD#: 4

OVERLAND PARK, KS

Past

August 23, 2005 - September 13, 2006

MML INVESTORS SERVICES, LLC

CRD#: 10409

OVERLAND PARK, KS

Past

March 9, 2001 - December 16, 2004

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

April 11, 2000 - February 23, 2001

CALTON & ASSOCIATES, INC.

CRD#: 20999

TAMPA, FL

Past

July 7, 1997 - October 8, 1999

HEIM, YOUNG & ASSOCIATES, INC.

CRD#: 38993

SPRINGFIELD, MO

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 CAPITAL MANAGEMENT LLC

CRD#: 108168 / SEC#: 801-55805

RIA

Registered Investment Advisory firm - (8/18/1998 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

Florida
(9/11/2023)

IAR

Kansas
(10/21/2020)

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

IAR

Series 65

Date: 7/9/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 6/10/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/19/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/1/1997

General Securities Representative Examination

Current Firm

PARAGON CAPITAL MANAGEMENT LLC

CRD#: 108168 / SEC#: 801-55805

RIA

Registered Investment Advisory firm - (8/18/1998 Approved)

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Contact information

Main Address

9200 Indian Creek Pkwy Suite 600, Overland Park, KS 66210

Mailing Address

Phone number

(913) 451-2254

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PARAGON CAPITAL MANAGEMENT BROCHURE ADV PART II A 6/29/2021 (2/25/2025)

Regulatory assets under management

Total Number of Accounts	716
AUM (Assets Under Management)	$ 633,139,441

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.

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Advisor Monitoring

Firm Stability Insights

Shannon N. Yarbrough

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shannon N Yarbrough's CRS (Customer Relationship Summary).

Certified licenses

Experience

FWM LEGACY, LLC

YUKON WEALTH MANAGEMENT, INC.

CREATIVE PLANNING

YUKON WEALTH MANAGEMENT, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

A. G. EDWARDS & SONS, INC.

MML INVESTORS SERVICES, LLC

CITIGROUP GLOBAL MARKETS INC.

CALTON & ASSOCIATES, INC.

HEIM, YOUNG & ASSOCIATES, INC.

Primary Firm SEC Registration

PARAGON CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/9/2012

Series 66

Date: 6/10/2008

Series 63

Date: 7/19/1997

Series 7

Date: 7/1/1997

Current Firm

PARAGON CAPITAL MANAGEMENT LLC

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PARAGON CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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