Erickson Advisors

Erickson Advisors (CRD# 118620) is a financial advisory firm headquartered in Greensboro, NC. They manage $44,850,000 in 200 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $224,250
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, NJ

Financial Advisors at Erickson Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Linda P. Erickson
CRD#: 1335035
301 S. Greene Streeet, Suite 202, Greensboro, NC 27401
96
Wealthminder
score

Linda Erickson (CRD# 1335035) is an Investment Advisor Representative working at Erickson Advisors in Greensboro, NC and has over 32 years of experience in the finance industry. Linda Erickson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
William R. Savage
CRD#: 2535435
301 S. Greene Street, Suite 202, Greensboro, NC 27401
96
Wealthminder
score

William Savage (CRD# 2535435) is an Investment Advisor Representative working at Erickson Advisors in Greensboro, NC and has over 23 years of experience in the finance industry. William Savage has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Lauren Erickson Bennett
CRD#: 4807079
301 N. Elm Street, Suite 301, Greensboro, NC 27401
73
Wealthminder
score

Lauren Erickson Bennett (CRD# 4807079) is an Investment Advisor Representative working at Erickson Advisors in Greensboro, NC and has over 13 years of experience in the finance industry.

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