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ES

Evan F. Shorten

PARAGON FINANCIAL PARTNERS
Woodland Hills, CA 91367
Some features on this profile are disabled
CRD#: 2844733
ES

Professional summary

Evan Floyd Shorten, CFP®, who also goes by Evan F Shorten, is a registered financial advisor currently at PARAGON FINANCIAL PARTNERS located in Woodland Hills, California.

Evan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Evan has worked at 8 firms and has passed the Series 65, Series 63, Series 31, Series 7, Series 24, Series 10 and Series 9 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Evan F Shorten

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) Independently Licensed Insurance; Not Investment-Related; 5850 Canoga Ave., Ste. 400, Woodland Hills, CA 91367; Insurance Sales; Insurance Agent; 04/1997; 2 Hours Per Month, all of which are during securities trading hours; Insurance Sales/Agent for various Independent Insurance Companies. (2) A Very Shorten Production, Not Investment-Related, 5533 Edward E Horton Lane #13, Encino, CA 91316, Marketing and Public Relations Consulting Firm, Owner and Consultant, 01/2021, Ten (10) Hours Per Month, Zero (0) Hours During Securities Trading Hours, Duties Include Consulting Individuals and Entities on Marketing and Public Relations Matters And Relationship Building.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evan Floyd Shorten'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®
CFP®

Certified Financial Planner

Start date: 2005

Experience

Current

June 24, 2011 - Present

PARAGON FINANCIAL PARTNERS

Office #1: 5850 Canoga Avenue Suite 400, Woodland Hills, CA 91367
RIA
CRD#: 158041
Woodland Hills, CA
Past

May 1, 2018 - August 6, 2018

JVIF, LLC

RIA
CRD#: 291067
WOODLAND HILLS, CA
Past

September 9, 2009 - July 22, 2011

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
LOS ANGELES, CA
Past

September 4, 2009 - July 22, 2011

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
LOS ANGELES, CA
Past

March 26, 1999 - September 14, 2009

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
LOS ANGELES, CA
Past

April 24, 1998 - September 14, 2009

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
LOS ANGELES, CA
Past

February 20, 1998 - April 15, 1998

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE
Past

March 17, 1997 - December 9, 1997

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

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".
PF
PARAGON FINANCIAL PARTNERS
PARAGON FINANCIAL PARTNERS | PARAGON FINANCIAL PARTNERS, INC.

CRD#: 158041 / SEC#: 801-72424

RIA
Registered Investment Advisory firm - (6/13/2011 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
California
(6/24/2011)
IAR
Texas
(3/17/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/13/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/24/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 4/4/1997
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 3/14/1997
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/23/2010
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 10
Date: 9/10/1999
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 9/9/1999
General Securities Sales Supervisor - Options Module Examination

Current Firm

PF
PARAGON FINANCIAL PARTNERS
PARAGON FINANCIAL PARTNERS | PARAGON FINANCIAL PARTNERS, INC.

CRD#: 158041 / SEC#: 801-72424

RIA
Registered Investment Advisory firm - (6/13/2011 Approved)
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Contact information

Main Address
5850 Canoga Avenue Suite 400, Woodland Hills, CA 91367
Mailing Address
Phone number
(310) 557-1515
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PARAGON FINANCIAL PARTNERS, INC. DISCLOSURE BROCHURE, BROCHURE SUPPLEMENTS, AND PRIVACY POLICY (2/28/2025)

Regulatory assets under management

Total Number of Accounts523
AUM (Assets Under Management)$ 336,776,746

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.

Company Information

PARAGON FINANCIAL PARTNERS

CRD#: 158041Woodland Hills, CA 91367

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