Nathan D. White

PARAGON WEALTH MANAGEMENT

PROVO, UT 84604

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CRD#: 2786197

Professional summary

Nathan Dale White is a registered financial advisor currently at PARAGON WEALTH MANAGEMENT located in Provo, Utah.

Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Nathan has worked at 5 firms and has passed the Series 63, Series 7 and Series 24 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.) Paragon I GP, LLC; Not investment-related; 3651 North 100 East, Ste 275, Provo, UT 84604; Nature of Business: General Partner of a Limited Partnership; Position: Manager / EVP; 09/24/2021; Less than an hour per month devoted to this business with no time spent during securities trading hours; Duties: oversee and perform administrative duties.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Dale White'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

November 14, 2006 - Present

PARAGON WEALTH MANAGEMENT

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

RIA

CRD#: 105962

PROVO, UT

Past

January 25, 2001 - August 30, 2006

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SALT LAKE CITY, UT

Past

November 26, 1999 - January 24, 2001

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

November 26, 1999 - January 24, 2001

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

August 20, 1996 - November 10, 1999

AMERICAN INVESTMENT SERVICES, INC.

CRD#: 21111

OKLAHOMA CITY, OK

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

Texas
(11/14/2024)

IAR

Utah
(11/14/2006)

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: 8/20/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/19/1996

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/26/1997

General Securities Principal 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.

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Nathan D. White

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Dale White's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

AMERICAN INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

PARAGON WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 63

Date: 8/20/1996

Series 7

Date: 8/19/1996

Series 24

Date: 7/26/1997

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

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