Adviser and broker representative · LPL Financial LLC
Kim M. Burgon
CRD 1240745 · South Jordan, UT
At a glance
Kim M. Burgon is an investment adviser representative with LPL Financial LLC in South Jordan, UT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kim’s SEC record dates to 1998, about 28 years ago. Kim is also registered as a broker representative.
Current advisory firm
- LPL Financial LLCSince October 2015South Jordan, UT · $819B in regulatory assets
SEC adviser record
- Registered since
- 1998 (28 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Kim’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at LPL Financial LLC
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- Jonathan E. EvansSouth Jordan
- Shad M. EvansSouth Jordan
- Robert R. GogginsSouth Jordan
- Larry L. Kendrick Jr.South Jordan
- Scott D. MathewsonSouth Jordan · Certified Financial Planner
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