AB
CFP
Aarikka Jean Burgess
10 Years of Experience
Firm Information
Compensation
Fixed/Hourly
Number of Advisors
2147 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified
Fee Structure
Financial Planning:Investment management only
NMIS does not deduct fees directly from clients’ accounts. Advisory fees are negotiated on a case-by-case basis and vary depending on specific services provided. Clients are not required to pay advisory fees in advance.
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Advisor Information
Office location
8 Church St, Westborough, MA, 01581
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
October 2023 - Present · 2 yrs 3 mos
Northwestern Mutual Investment Services, LLC Broker
September 2023 - Present · 2 yrs 4 mos
Previous Registrations
Kestra Advisory Services, LLC
November 2017 - March 2022 · 4 yrs 4 mos
Kestra Investment Services, LLCBroker
October 2017 - March 2022 · 4 yrs 5 mos
AXA Advisors, LLC
August 2017 - September 2017 · 1 mo
AXA Advisors, LLC Broker
March 2017 - September 2017 · 6 mos
Kestra Advisory Services, LLC
May 2016 - March 2017 · 10 mos
NFP Advisor Services, LLC
May 2014 - September 2016 · 2 yrs 4 mos
Kestra Investment Services, LLCBroker
April 2014 - March 2017 · 2 yrs 11 mos
Cambridge Investment Research, INC.Broker
December 2013 - April 2014 · 4 mos
State Registrations1 state
MA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.