Trevor John Young
Investment adviser representative at Paragon Investing, LLC
16 yearsExperience
1 stateRegistered in
$138.2MFirm assets
Under 1 yearFirm in business
Are you Trevor John Young? 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Paragon Investing, LLCJul 2026 to now
- FinityApr 2026 to Jul 2026
- Mhc SoftwareFeb 2020 to Mar 2026
- Deloitte ConsultingOct 2017 to Feb 2020
- Full-time StudentAug 2010 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NV).
Paragon Investing, LLC
$138.2MAssets managed
184Clients
4Advisers
Under 1 yearIn 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
- 6668484
- Firm CRD
- 310897