Linda P. Erickson

CETERA INVESTMENT ADVISERS

Greensboro, NC 27401

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CRD#: 1335035

Professional summary

Linda Popik Erickson, CFP® is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Greensboro, North Carolina and CETERA WEALTH SERVICES, LLC located in Greensboro, North Carolina.

Linda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Linda has worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 51 and Series 24 exams.

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Linda Popik Erickson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1990

Experience

Current

June 29, 2023 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 301 North Elm Street, Greensboro, NC 27401Office #2: 8391 Old Courthouse Rd Ste 203, Vienna, VA 22182Office #3: 3001 Academy Road Ste 110, Durham, NC 27707

RIA

CRD#: 105644

Greensboro, NC

Current

February 21, 1989 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 301 N Elm St #301, Greensboro, NC 27401Office #2: 3001 Academy Road Ste 110, Durham, NC 27707

CRD#: 13572

GREENSBORO, NC

Past

January 29, 2020 - June 29, 2023

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

GREENSBORO, NC

Past

January 24, 2005 - January 29, 2020

ERICKSON ADVISORS

RIA

CRD#: 118620

GREENSBORO, NC

Past

December 23, 1987 - December 15, 1988

NEW ENGLAND SECURITIES

CRD#: 615

Past

May 26, 1987 - November 5, 1987

TITAN/VALUE EQUITIES GROUP, INC.

CRD#: 6359

Past

February 12, 1987 - April 22, 1987

BAKER THOMAS SECURITIES, INC.

CRD#: 18295

Past

March 5, 1986 - January 14, 1987

WS GRIFFITH SECURITIES, INC.

CRD#: 10410

Past

March 21, 1985 - January 24, 1986

SENTRA SECURITIES CORPORATION

CRD#: 10249

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

North Carolina
(3/1/1989)

IAR

North Carolina
(6/29/2023)

South Dakota
(1/26/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 2/11/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/16/1985

General Securities Representative Examination

Principal/Supervisory Exam

Series 51

Date: 4/1/2003

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 11/5/1991

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

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Contact information

Main Address

1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096

Mailing Address

Phone number

(310) 257-7880

Established

Firm type

Fiscal year end

# of Employees

7,705

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	584,487
AUM (Assets Under Management)	$ 163,792,814,520

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
12/13/2024	Cover Page	Report
09/26/2023	Cover Page	Report

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Linda P. Erickson

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Linda Popik Erickson's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

ERICKSON ADVISORS

NEW ENGLAND SECURITIES

TITAN/VALUE EQUITIES GROUP, INC.

BAKER THOMAS SECURITIES, INC.

WS GRIFFITH SECURITIES, INC.

SENTRA SECURITIES CORPORATION

Primary Firm SEC Registration

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/11/1985

SIE

Date: 10/1/2018

Series 7

Date: 3/16/1985

Series 51

Date: 4/1/2003

Series 24

Date: 11/5/1991

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CETERA INVESTMENT ADVISERS LLC

TRUST BUT VERIFY

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