LE
CFP
LE
CFP

Linda Erickson

40 Years of Experience
Vienna, VA
BrokerSells Insurance

Linda Erickson is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Vienna, VA, with 40 years of industry experience. Linda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

8391 Old Courthouse Rd Ste 203, Vienna, VA, 22182

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Linda sells fixed insurance with various companies as an insurance agent, dedicating minimal time to this activity. She also volunteers at St. Francis Church, serves as a regional director for a recruiting website, is a committee member for the Society of Financial Services Professionals, and is a partner at Erickson Advisors, spending about a quarter of her time on the latter.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLC
February 1989 - Present · 37 yrs 5 mos
Cetera Wealth Services, LLCBroker
February 1989 - Present · 37 yrs 5 mos
Previous Registrations
Cetera Advisor Networks LLC
January 2020 - June 2023 · 3 yrs 5 mos
Erickson Advisors
January 2005 - January 2020 · 15 yrs
New England Securities CorporationBroker
December 1987 - December 1988 · 1 yr
Titan Capital CorporationBroker
May 1987 - November 1987 · 6 mos
Baker Thomas Securities, INC.Broker
February 1987 - April 1987 · 2 mos
W. S. Griffith & CO., INC.Broker
March 1986 - January 1987 · 10 mos
Sentra Securities CorporationBroker
March 1985 - January 1986 · 10 mos
State Registrations2 states
NCSD
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.