What departments does Erickson Advisors have?

Erickson Advisors has employees across 3 departments including Finance, Marketing, Operations.

What is the largest department at Erickson Advisors?

The largest department at Erickson Advisors is Finance with 4 employees.

Where are Erickson Advisors employees located globally?

Erickson Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Erickson Advisors's team size changed over time?

Erickson Advisors's team has grown from approximately 4 to 6 employees based on available data.

Erickson Advisors Employee Directory

Financial ServicesNorth Carolina, United States2-10 Employees

Erickson Advisors is a small financial services firm operating as a fee-based registered investment adviser. It uses a consultative approach designed to educate and empower its clients. With more than thirty years of experience, the firm works with individuals, families, and businesses to optimize both long-term goals and immediate financial needs. Through Erickson's Now Advantage program, the practice provides a full range of personalized investment and planning services tailored to retirement goals, legacy planning, and values-based investing.

The company maintains two locations in North Carolina, in Durham and Greensboro. Securities are offered through Cetera Wealth Services, LLC, while advisory services are provided through Cetera Investment Advisers LLC, with Cetera entities under separate ownership from Erickson Advisors.

Erickson Advisors Global Highlights

North America
9

United States Of America
9

Erickson Advisors's Leadership

L. E.
Founding Partner And Financial Advisor
Mobile Phone
Email
L. E.
Partner
Mobile Phone
Email
L. G.
Marketing And Communications Manager
Mobile Phone
Email
E. M.
Operations Manager
Mobile Phone
Email
B. R.
Financial Advisor
Mobile Phone
Email
B. C.
Financial Advisor
Mobile Phone
Email
B. S.
Ceritfied Financial Planner
Mobile Phone
Email
E. N. M. M.
Administrative Assistant
Mobile Phone
Email

Erickson Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Accounting
Administrative
Analytics
Other
Business

Contact profiles from Erickson Advisors

Name

Title

Contact Info

Location

Last Update

L. E.
Founding Partner And Financial Advisor
Mobile Phone
Email
United StatesNorth Carolina
May 30, 2026
L. E.
Partner
Mobile Phone
Email
United StatesNorth Carolina
Jan 29, 2026
L. G.
Marketing And Communications Manager
Mobile Phone
Email
United StatesNorth Carolina
May 31, 2026
E. M.
Operations Manager
Mobile Phone
Email
United StatesNorth Carolina
May 28, 2026
B. R.
Financial Advisor
Mobile Phone
Email
United StatesNorth Carolina
Dec 12, 2025
B. C.
Financial Advisor
Mobile Phone
Email
United StatesNorth Carolina
Dec 12, 2025
B. S.
Ceritfied Financial Planner
Mobile Phone
Email
United StatesNorth Carolina
Oct 18, 2024
E. N. M. M.
Administrative Assistant
Mobile Phone
Email
United StatesNorth Carolina
Feb 10, 2026
M. G.
Insurance Agent
Mobile Phone
Email
Oct 18, 2024

Frequently Asked Questions

What is Erickson Advisors known for?

Erickson Advisors was founded in 1991 operates in the Financial Services industry. The company's main headquarters is located in 301 North Elm Street Suite 301 Greensboro, North Carolina 27401 United States; you can contact the main corporate office by phone at

+1-919-595-****

. Explore Erickson Advisors's company overview page for more information.

What is Erickson Advisors's most common email format?

Erickson Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Erickson Advisors email formats with LeadIQ.

How many employees does Erickson Advisors have currently?

Erickson Advisors has approximately 9 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Erickson Advisors's key employees and leadership?

As of May 2026, Erickson Advisors's key employees include:

Founding Partner And Financial Advisor: L. E.
Partner: L. E.
Marketing And Communications Manager: L. G.
Operations Manager: E. M.
Financial Advisor: B. R.

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Erickson Advisors Employee Directory

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