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Simon Vay Woon

Paragon Financial Services

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About Simon Vay Woon

Simon Vay Woon is a financial advisor with over 27 years of experience in the industry. Simon is currently registered with Paragon Financial Services and has held previous registrations in 27 states. Simon also holds several securities licenses, including Series 7, 6, 63, 24, and 65. In addition to providing investment advisory services through Paragon Financial Services, Simon also provides non-variable insurance services through Pinnacle Insurance and Financial Services, LLC. Simon has a strong commitment to helping clients achieve their financial goals.

Firm Information

Simon Woon 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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Simon Woon’s Registration & Firm History

VA

10/04/2012 - Present

Paragon Financial Services (RICHMOND VA)

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Licenses & Designations

IA

Issued 03/29/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/22/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/01/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/30/1997

Series 7 - General Securities Representative Examination

BC

Issued 02/22/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Simon Vay Woon.
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