CN
Craig B. Novorr
PARAGON CAPITAL MANAGEMENT LLC
Overland Park, KS 66210
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CRD#: 5204893
CN
Professional summary
Craig Barton Novorr is a registered financial advisor currently at PARAGON CAPITAL MANAGEMENT LLC located in Overland Park, Kansas.
Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Craig has worked at 1 firm and has passed the Series 65 exam.
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.
Trustee of family trusts providing investment related services. The 2 accounts are held at Schwab which is the custodian. Time spent is only during securities trading hours and amount to less than 1 hour per month. An uncle manages other property in one of the trusts. The start date for one trust was 8/24/2006 and the other trust was 9/16/2014.
Also hold real estate broker license
CRS (Client Relationship Summary) - RIA
Click below to view Craig Barton Novorr's 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®
NoneExperience
Current
September 8, 2006 - Present
PARAGON CAPITAL MANAGEMENT LLC
Office #1: 9200 Indian Creek Pkwy Suite 600, Overland Park, KS 66210RIA
CRD#: 108168
Overland Park, KS
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".
PC
PARAGON CAPITAL MANAGEMENT LLC
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
California(11/12/2019)
IAR
Colorado(11/12/2019)
IAR
Florida(1/3/2013)
IAR
Idaho(3/29/2021)
IAR
Illinois(12/9/2019)
IAR
Iowa(11/17/2015)
IAR
Kansas(9/8/2006)
IAR
Minnesota(5/21/2020)
IAR
Missouri(9/8/2006)
IAR
Nebraska(11/17/2015)
IAR
Nevada(6/3/2020)
IAR
New Jersey(6/15/2020)
IAR
New York(2/14/2021)
IAR
North Carolina(8/17/2020)
IAR
Oregon(5/20/2020)
IAR
Texas(11/16/2016)
IAR
Washington(5/15/2020)
Current Firm
PC
PARAGON CAPITAL MANAGEMENT LLC
PARAGON CAPITAL MANAGEMENT LLC
CRD#: 108168 / SEC#: 801-55805
RIA
Registered Investment Advisory firm - (8/18/1998 Approved)Upgrade to AdvisorCheck Premium
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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
9
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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Check for any disclosures as part of your thorough research when choosing an advisor.
