Daniel Mirgon is a registered investment advisor at Dan Mirgon, LLC, based in Salt Lake City, UT, with 14 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Retirement Planning, and 1 more.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
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Location
Salt Lake City, UT
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Dan Mirgon, LLC
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Protection Point Advisors
January 2024 - February 2024 · 1 mo
Cambridge Investment Research Advisors, INC.
October 2011 - May 2012 · 7 mos
Benefit Planning Services
June 1998 - July 2010 · 12 yrs 1 mo
State Registrations1 state
UT
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.