MB
CFP
MB
CFP

Mark Harold Burgon

25 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
1,804 clients
Average Client Portfolio
$256K average
Assets Under Management
$462.6M

Fee Structure

Minimum Investment:$250K
Financial Planning:Charged separately
Loading...

Location

12012 South 700 East, Suite 100, Draper, UT, 84020

Get directions

History

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 →
Other Business ActivitiesSells Insurance

Mark is associated with Navigate Private Wealth, LLC as an RIA and agent, dedicating full-time hours to this role. He also works with Allegis Advisor Group, LLC, an insurance agency, spending minimal time there.

Employment History
Current Registrations
Navigate Private Wealth, LLC
May 2014 - Present · 11 yrs 9 mos
Previous Registrations
Allegis Investment Services, LLCBroker
July 2016 - August 2018 · 2 yrs 1 mo
Mutual Securities, INC.Broker
May 2014 - July 2016 · 2 yrs 2 mos
Ameriprise Financial Services, INC.
August 2000 - May 2014 · 13 yrs 9 mos
Ameriprise Financial Services, INC.Broker
July 2000 - May 2014 · 13 yrs 10 mos
Ids Life Insurance CompanyBroker
July 2000 - July 2006 · 6 yrs
State Registrations2 states
TXUT
Advisor
Exams
No exam information available for this advisor.
Mark Harold Burgon - Financial Advisor | TrueAdvisor