EL
CFP
EL
CFP
Erik Larsen
22 Years of Experience
Paramus, NJ
1 DisclosureBrokerSells Insurance
Erik Larsen is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Paramus, NJ, with 22 years of industry experience. Erik 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
803 Route 17 South, Paramus, NJ, 07652
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Regulatory History (1)
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Customer Dispute
September 2020Settled
Other Business ActivitiesSells Insurance
Erik is a health insurance broker with The Granite Brokerage, spending minimal time on this activity. This activity does not involve security clients or activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2014 - Present · 12 yrs 6 mos
Cetera Investment Services LLCBroker
September 2012 - Present · 13 yrs 10 mos
Previous Registrations
Cetera Investment Services LLC
September 2012 - January 2014 · 1 yr 4 mos
Ameritas Investment CORP
August 2012 - September 2012 · 1 mo
Ameritas Investment CORP.Broker
January 2008 - September 2012 · 4 yrs 8 mos
Hornor, Townsend & Kent, INC.Broker
September 2007 - October 2007 · 1 mo
Mutual of Omaha Investor Services, INC.Broker
April 2004 - September 2007 · 3 yrs 5 mos
Fahnestock & CO. INC.Broker
January 2002 - May 2002 · 4 mos
State Registrations8 states
CAFLIANJNYPASCTX
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.