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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.

Find Erickson Advisors employees' phone numbers or email addresses

Erickson Advisors Global Highlights

Location
Employees

North America
10

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  • United States Of America
    10

Erickson Advisors's Leadership

  • Stylized image of a person
    M. G.
    Insurance Agent
    Mobile Phone

Erickson Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Other
  • Business

Contact profiles from Erickson Advisors

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    M. G.
    Insurance Agent
    Mobile Phone
    Oct 18, 2024

Frequently Asked Questions

What is Erickson Advisors known for?

Minus sign iconPlus sign iconErickson Advisors was founded in 1991 operates in the Financial Services industry; 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?

Minus sign iconPlus sign iconErickson 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?

Minus sign iconPlus sign iconErickson Advisors has approximately 9 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Erickson Advisors's key employees and leadership?

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

  • Insurance Agent: M. G.

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