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Lauren Bennett

21 Years of Experience
Greensboro, NC
1 DisclosureBrokerSells Insurance

Lauren Bennett is a registered investment advisor at Cetera Investment Advisers LLC, based in Greensboro, NC, with 21 years of industry experience. Lauren 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

701 Green Valley Road Suite 100, Greensboro, NC, 27408

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History

Regulatory History (1)
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Criminal
April 1995
Final Disposition
Other Business ActivitiesSells Insurance

Lauren is the owner of Erickson Advisors, an advisory business, and also works as an insurance agent selling life, disability, annuities, and long-term care products, dedicating about a quarter of her time to each. She is also involved with a catering company and two non-profits.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
November 2004 - Present · 21 yrs 6 mos
Previous Registrations
Cetera Advisor Networks LLC
December 2019 - June 2023 · 3 yrs 6 mos
Erickson Advisors
July 2006 - December 2019 · 13 yrs 5 mos
State Registrations27 states
ALAZCACOCTFLGAILINKSKYMAMDMEMINCNHNJNMNYOHOKORPASCSDVA
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.
Lauren Bennett - Financial Advisor | TrueAdvisor