LINDA P. ERICKSON, CFP, INC.
Legal name: ERICKSON ADVISORS
CRD #118620 SEC #801-68225 GREENSBORO, NC 336-274-9403
SEC Registered
Total AUM
$45.7M
Discretionary
$8.7M
Employees
1
Clients
11
Accounts
309
Firm Details
- Organization Type
- Corporation
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 8, 2011
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ERICKSON, LAUREN, PAGE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ERICKSON, LAUREN, PAGE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ERICKSON, LAUREN, PAGE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ERICKSON, LAUREN, PAGE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ERICKSON, LAUREN, PAGE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ERICKSON, LINDA, POPIK | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| ERICKSON, LINDA, POPIK | I | PRESIDENT | E | Control |
| ERICKSON, LINDA, POPIK | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| ERICKSON, LINDA, POPIK | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| ERICKSON, LINDA, POPIK | I | PRESIDENT | E | Control |
| ERICKSON, LINDA, POPIK | I | PRESIDENT | E | Control |
| ERICKSON, LINDA, POPIK | I | PRESIDENT | E | Control |
| ERICKSON, LINDA, POPIK | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Dec 8, 2011 REGISTERED
Notice Filings (2)
NC NJ
Address
301 N. ELM STREETSUITE 301
GREENSBORO, NC 27401
United States
Phone: 336-274-9403