Daniel Xavier Green
Investment adviser representative at Paragon Capital Management LLC
11 yearsExperience
1 stateRegistered in
$739.8MFirm assets
28 yearsFirm in business
Are you Daniel Xavier Green? 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Paragon Capital Management LLCAug 2025 to now
- Canadian Football LeagueApr 2025 to May 2025
- UnemployedMay 2024 to Apr 2025
- Student AthleteFeb 2018 to May 2024
- UnemployedNov 2017 to Feb 2018
- UpsJul 2017 to Oct 2017
- James Madison High SchoolSep 2015 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 8189708
- Firm CRD
- 108168