Bridget Marie Burgess
CFP®Professional Summary
Bridget Marie Burgess, CFP®, who also goes by Bridget Marie Dixon, was a registered financial advisor. Bridget was a previously registered financial professional and started their career in finance 1986 - 2022. 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bridget Marie Dixon
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
40 years registered in the securities industry
Current & Past Employments
Past
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Current Firm
LAIRD NORTON TYEE ASSET STRATEGIES, LLC | TYEE ASSET STRATEGIES, LLC | TAS ACQUISITION, LLC | LNW WEALTH MANAGEMENT, LLC | LNW | LANAVA INVESTMENT PLANNING (LANAVA) | LAIRD NORTON WEALTH MANAGEMENT, LLC | LAIRD NORTON WEALTH MANAGEMENT
Contact Information
Main Address
801 Second Avenue, Suite 1600, Seattle, WA 98104-1564Phone Number
(206) 464-5100# of Employees
91Documents
Regulatory Assets Under Management
Total Number of Accounts
2,463AUM (Assets Under Management)
$4,526,284,775Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 1986About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Nov 1987About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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