Nathan Dale White
Investment adviser representative at Paragon Wealth Management
20 yearsExperience
2 statesRegistered in
CFADesignation
$153.4MFirm assets
Are you Nathan Dale White? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyPerformance-based
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 Wealth ManagementNov 2006 to now
- Paragon Capital ManagementAug 2006 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Paragon Wealth Management
Legal name: Paragon Capital Management Inc
$153.4MAssets managed
186Clients
3Advisers
32 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
- 2786197
- Firm CRD
- 105962