Peter P. Labrash

PARAGON RETIREMENT PLANNING

Troy, MI 48083

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CRD#: 7692605

Professional summary

Peter Paul Labrash is a registered financial advisor currently at PARAGON RETIREMENT PLANNING, INC. located in Troy, Michigan.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Peter has worked at 3 firms and has passed the Series 66, Series 7TO and SIE 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Paul Labrash'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®

None

Experience

Current

July 19, 2024 - Present

PARAGON RETIREMENT PLANNING, INC.

Office #1: 200 East Big Beaver, Troy, MI 48083

RIA

CRD#: 284630

Troy, MI

Past

December 19, 2023 - February 28, 2024

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

Southfield, MI

Past

December 19, 2023 - February 28, 2024

MML INVESTORS SERVICES, LLC

CRD#: 10409

Southfield, MI

Past

May 25, 2023 - July 10, 2023

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

TROY, MI

Past

March 25, 2023 - July 10, 2023

PRUCO SECURITIES, LLC.

CRD#: 5685

TROY, MI

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

Michigan
(7/19/2024)

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 66

Date: 5/25/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/25/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 2/25/2023

Securities Industry Essentials Examination

Current Firm

PARAGON RETIREMENT PLANNING, INC.

CRD#: 284630 / SEC#:

Michigan

Registered Investment Advisory firm - (10/12/2016 Approved)

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Contact information

Main Address

200 East Big Beaver, Troy, MI 48083

Mailing Address

Phone number

(248) 457-4570

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	250
AUM (Assets Under Management)	$ 50,000,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Peter P. Labrash

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Paul Labrash's CRS (Customer Relationship Summary).

Certified licenses

Experience

PARAGON RETIREMENT PLANNING, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/25/2023

Series 7TO

Date: 3/25/2023

SIE

Date: 2/25/2023

Current Firm

PARAGON RETIREMENT PLANNING, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PARAGON RETIREMENT PLANNING, INC.

TRUST BUT VERIFY

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