linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Amy Elizabeth Kemp

Paragon Financial Services

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Amy? Claim Your Profile

About Amy Elizabeth Kemp

Amy Kemp is a financial advisor with Paragon Financial Services, an independent investment advisor firm. Amy has been in the financial services industry since 2012. Amy specializes in providing financial planning, investment advisory, and consulting services to individuals, businesses, and charitable organizations. She has a strong track record of helping her clients achieve their financial goals. Amy is committed to providing her clients with personalized service and a high level of professionalism. Amy is registered with the state of Virginia and holds the Series 63, Series 65, and Series 7 licenses.

Firm Information

Amy Kemp is currently registered with Paragon Financial Services. Paragon Financial Services is a registered investment advisor based in Richmond, VA. The firm provides financial planning, portfolio management for individuals, pension consulting, and other advisory services. They manage approximately $280.9 million in assets for individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
Paragon Financial Services

3761 WESTERRE PARKWAY

RICHMOND, VA 23233

$280.91M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

advisory consulting, sub-advisory services

Advisory consulting, sub-advisory services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Amy Kemp’s Registration & Firm History

VA

08/28/2018 - Present

Paragon Financial Services (RICHMOND VA)

Not sure if Amy Elizabeth Kemp is right for you?

Licenses & Designations

BC

Issued 06/05/2018

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 06/29/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/09/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amy Elizabeth Kemp.
Not sure if Amy Elizabeth Kemp is right for you?