Mark Burgon (CRD# 4217852) is an Investment Advisor Representative working at Navigate Private Wealth, LLC in Draper, UT and has over 23 years of experience in the finance industry. Mark Burgon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Allegis Investment Services | Draper, UT | Jul 2016 - Current | 7 |
| Navigate Private Wealth LLC | Draper, UT | May 2014 - Current | 9 |
| Mutual Securities, Inc. | Camarillo, CA | May 2014 - Jul 2016 | 2 |
| American Express Financial Advisors | Midvale, UT | May 2000 - May 2014 | 14 |
| Ids Life Insurance Company | Midvale, UT | May 2000 - May 2014 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2000 |
- TX
- UT
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Total Assets Under Management395MILLIONS
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Total Number of Accounts1,691ACCOUNTS
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Average Account Value$233,714
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
AZ, CA, CO, FL, GA, ID, NH, NV, OR, TX, UT, WA
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