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Ryan Mckinley Smith

Paragon Financial Services

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About Ryan Mckinley Smith

Ryan Mckinley Smith is a financial advisor in Richmond, VA, with over 20 years of experience. Ryan is registered with Paragon Financial Services and LPL Financial. Ryan specializes in providing financial planning, investment management, and advisory consulting services. Ryan is committed to providing personalized service to meet the needs of each client.

Firm Information

Ryan Smith 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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fixed fees

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

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percentage of assets

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

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Ryan Smith’s Registration & Firm History

VA

10/04/2012 - Present

Paragon Financial Services (RICHMOND VA)

VA

12/03/2004 - 09/20/2010

SUNTRUST INVESTMENT SERVICES, INC. (RICHMOND VA)

SC

12/05/2003 - 12/06/2004

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

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Licenses & Designations

BOTH

Issued 01/02/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/04/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ryan Mckinley Smith.
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