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Shaun Michael Williams

Investment Adviser Representative at PARAGON CAPITAL MANAGEMENT

Denver, COCRD #4690554Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
11 yrs
States Registered
2 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
ColoradoTexas
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 6/17/2013
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 6/7/2013

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Up to $1,000,0000.90%
$1,000,001 - $5,000,0000.70%
$5,000,001 - $10,000,0000.50%
Over $10,000,0000.35%
Account minimum: $1,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Paragon Capital Management Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

PARAGON CAPITAL MANAGEMENTCurrent
11/11/2022Denver, CO
JANUS HENDERSON DISTRIBUTORS
6/10/20136/1/2020Denver, CO

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at PARAGON CAPITAL MANAGEMENT

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View PARAGON CAPITAL MANAGEMENT firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Shaun Michael Williams has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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