Erickson Advisors Employee Directory

Financial ServicesNorth Carolina, United States2-10 Employees

Utilizing a consultative approach, Erickson Advisors is a fee-based Registered Advisory Firm focusing on educating and empowering its clients.

For over three decades, we've built our success by working closely with individuals, families and businesses to make the most of what they have - for both the long term and immediate future. 

Erickson’s Now Advantage™
We offer a full range of personalized investment and planning services, taking into account your unique situation and focusing on the things that matter most to you, whether that’s a retirement goal, a legacy for future generations, a commitment to values-based investing – or all of the above.


Our two locations are as follows:

Durham:
3001 Academy Road
Suite 110 
Durham, NC 27707

Greensboro:
301 North Elm Street
Suite 301
Greensboro, NC 27401

Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

Find Erickson Advisors employees' phone numbers or email addresses

Erickson Advisors Global Highlights

Location
Employees

North America
9

Minus sign iconPlus sign icon
  • United States Of America
    9

Erickson Advisors's Leadership

  • Stylized image of a person
    L. E.
    Founding Partner And Financial Advisor
    Phone icon
  • Stylized image of a person
    L. E.
    Partner
    Phone icon
  • Stylized image of a person
    L. G.
    Marketing And Communications Manager
    Phone icon
  • Stylized image of a person
    E. M.
    Operations Manager
    Phone icon
  • Stylized image of a person
    B. R.
    Financial Advisor
    Phone icon
  • Stylized image of a person
    B. C.
    Financial Advisor
    Phone icon
  • Stylized image of a person
    B. S.
    Ceritfied Financial Planner
    Phone icon
  • Stylized image of a person
    E. N. M. M.
    Administrative Assistant
    Phone icon

Erickson Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Erickson Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    L. E.
    Founding Partner And Financial Advisor
    Phone icon
    United StatesNorth Carolina
    Jan 12, 2026
  • Stylized image of a person
    L. E.
    Partner
    Phone icon
    United StatesNorth Carolina
    Jan 29, 2026
  • Stylized image of a person
    L. G.
    Marketing And Communications Manager
    Phone icon
    United StatesNorth Carolina
    Feb 19, 2026
  • Stylized image of a person
    E. M.
    Operations Manager
    Phone icon
    United StatesNorth Carolina
    Dec 12, 2025
  • Stylized image of a person
    B. R.
    Financial Advisor
    Phone icon
    United StatesNorth Carolina
    Dec 12, 2025
  • Stylized image of a person
    B. C.
    Financial Advisor
    Phone icon
    United StatesNorth Carolina
    Dec 12, 2025
  • Stylized image of a person
    B. S.
    Ceritfied Financial Planner
    Phone icon
    United StatesNorth Carolina
    Oct 18, 2024
  • Stylized image of a person
    E. N. M. M.
    Administrative Assistant
    Phone icon
    United StatesNorth Carolina
    Feb 10, 2026
  • Stylized image of a person
    M. G.
    Insurance Agent
    Phone icon
    Oct 18, 2024

Frequently Asked Questions

What is Erickson Advisors known for?

Minus sign iconPlus sign icon
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 . Explore Erickson Advisors's company overview page for more information.

What is Erickson Advisors's most common email format?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
Erickson Advisors has approximately 8 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Erickson Advisors's key employees and leadership?

Minus sign iconPlus sign icon

As of February 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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.