BR
CFP
BR
CFP

Brittany Robertson

11 Years of Experience
Greensboro, NC
Broker

Brittany Robertson is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Greensboro, NC, with 11 years of industry experience. Brittany is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
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Location

301 North Elm Street, Greensboro, NC, 27401

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History

Regulatory 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.

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Other Business Activities

Brittany is a financial advisor for Linda P Erickson, CFP, Inc dba Erickson Advisors, an independent entity for securities and advisory business. She dedicates full-time hours to meeting with and servicing clients, trading, and making planning recommendations.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 4 mos
Cetera Wealth Services, LLCBroker
February 2023 - Present · 3 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
February 2023 - June 2023 · 4 mos
Capfinancial Securities, LLC.Broker
January 2022 - February 2023 · 1 yr 1 mo
Captrust
January 2022 - February 2023 · 1 yr 1 mo
Cetera Advisor Networks LLC
January 2020 - October 2021 · 1 yr 9 mos
Erickson Advisors
October 2016 - January 2020 · 3 yrs 3 mos
Cetera Advisor Networks LLC
September 2016 - September 2016 · 0 mos
Cetera Advisor Networks LLCBroker
November 2014 - October 2021 · 6 yrs 11 mos
State Registrations1 state
NC
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.
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