Guerry C Harris
Investment adviser representative at Paragon Capital Management LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$739.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Paragon Capital Management, LLCDec 2019 to now
- Charles Schwab & Co., Inc.Jun 2006 to Nov 2019
- Charles Schwab BankJun 2006 to Nov 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (TX).
Paragon Capital Management LLC
$739.8MAssets managed
350Clients
9Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2312550
- Firm CRD
- 108168