Bridget M. Burgess
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Bridget Marie Burgess, CFP®, who also goes by Bridget Marie Dixon, was a registered financial professional .
Bridget is a previously registered financial professional and started their career in finance in 1986. Bridget had worked at 6 firms and has passed the Series 65, Series 63, Series 7, Series 6, Series 27, Series 24 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 1994
Experience
November 5, 2013 - July 12, 2022
LNW
March 2, 2012 - October 30, 2013
WOODBURY FINANCIAL SERVICES, INC.
March 2, 2012 - October 30, 2013
WOODBURY FINANCIAL SERVICES, INC.
July 22, 1998 - March 30, 2012
SIGNATOR FINANCIAL SERVICES, INC.
May 13, 1998 - March 30, 2012
SIGNATOR FINANCIAL SERVICES, INC.
May 27, 1993 - December 23, 1997
CETERA WEALTH SERVICES, LLC
August 2, 1991 - April 20, 1993
CAPITAL BROKERAGE CORPORATION
April 30, 1990 - May 20, 1991
PACIFIC FIRST SECURITIES, LTD.
October 28, 1986 - April 18, 1990
CAPITAL BROKERAGE CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
LNW
CRD#: 113400 / SEC#: 801-60345
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 2,463 |
| AUM (Assets Under Management) | $ 4,526,284,775 |
Red Flags
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