Nathan Dale White

Employer firm

Paragon Wealth Management CRD 105962

$153M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2006 → Present
  Paragon Capital Management
  Provo, UT

Other Businesses

1.) Paragon I GP, LLC; Not investment-related; 3651 North 100 East, Ste 275, Provo, UT 84604; Nature of Business: General Partner of a Limited Partnership; Position: Manager / EVP; 09/24/2021; Less than an hour per month devoted to this business with no time spent during securities trading hours; Duties: oversee and perform administrative duties.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-08-20

Designations

• Chartered Financial Analyst