Mark
Burgon
Navigate Private Wealth, LLC
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About this Advisor
Mark Burgon is a certified financial planner who works in Draper, Utah who has 9 years of industry experience. Burgon is an employee of Navigate Private Wealth, LLC. Throughout their career, they have worked at American Express Financial Advisors, Ids Life Insurance Company, Mutual Securities, Inc, Navigate Private Wealth LLC and Allegis Investment Services. Burgon has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Texas and Utah. Navigate Private Wealth, LLC is a financial advisory business based in Draper, UT. The company has offices in two locations and a total of 17 financial advisors. It handles $339 million in total assets between its 2,059 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 2,059 customer accounts, just 7% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Fees for financial advice largely depend on which service is provided. However, fees charged by Navigate Private Wealth, LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Navigate Private Wealth, LLC Brokerage Details
$338,929,515
17
2,059
$164,609
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Mark Burgon Work History
Mark has been registered as a financial advisor for 9 years.*
Allegis Investment Services
Navigate Private Wealth LLC
Mutual Securities, Inc
American Express Financial Advisors
Ids Life Insurance Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mark Burgon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Navigate Private Wealth, LLC
Draper, UT
Draper, UT
Layton, UT
Draper, UT
Draper, UT
Draper, UT
Draper, UT
Draper, UT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
