Lauren Erickson Bennett
CETERA INVESTMENT ADVISERS
Greensboro, NC 27401
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CRD#: 4807079
Professional summary
Lauren Erickson Bennett, CFP®, who also goes by Lauren Page Erickson, Lauren Erickson, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Greensboro, North Carolina and CETERA WEALTH SERVICES, LLC located in Durham, North Carolina.
Lauren is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Lauren has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lauren Page Erickson | Lauren Erickson
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.
CRS (Client Relationship Summary) - RIA
Click below to view Lauren Erickson Bennett's 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®
Start date: 2014
Experience
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 301 North Elm Street, Greensboro, NC 27401Office #2: 3001 Academy Road Ste 110, Durham, NC 27707Office #3: 701 Green Valley Road Suite 100, Greensboro, NC 27408RIA
CRD#: 105644
Greensboro, NC
Current
November 8, 2004 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 3001 Academy Road Ste 110, Durham, NC 27707Office #2: 701 Green Valley Road Suite 100, Greensboro, NC 27408Office #3: 301 N Elm St #301, Greensboro, NC 27401BD
CRD#: 13572
DURHAM, NC
Past
December 9, 2019 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
GREENSBORO, NC
Past
July 31, 2006 - December 5, 2019
ERICKSON ADVISORS
RIA
CRD#: 118620
GREENSBORO, NC
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
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.RR
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
RR
Alabama(1/26/2022)
RR
Arizona(2/5/2020)
RR
California(1/29/2020)
RR
Colorado(11/14/2023)
RR
Connecticut(1/28/2020)
RR
Florida(1/29/2020)
RR
Georgia(1/30/2020)
RR
Illinois(12/8/2022)
RR
Indiana(3/23/2021)
RR
Kansas(8/7/2025)
RR
Kentucky(5/20/2020)
RR
Maine(1/29/2020)
RR
Maryland(1/29/2020)
RR
Massachusetts(2/26/2020)
RR
Michigan(10/29/2024)
RR
New Hampshire(2/13/2020)
RR
New Jersey(1/30/2020)
RR
New Mexico(2/12/2020)
RR
New York(1/29/2020)
RR
North Carolina(11/16/2004)
IAR
North Carolina(6/29/2023)
RR
Ohio(1/28/2020)
RR
Oklahoma(4/27/2020)
RR
Oregon(1/30/2020)
RR
Pennsylvania(2/12/2020)
RR
South Carolina(1/29/2020)
RR
South Dakota(7/6/2020)
RR
Virginia(1/29/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)PREMIUM
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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)
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 | ||
| 12/13/2024 | ||
| 09/26/2023 |
Red Flags
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Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Greensboro, NC 27401TRUST BUT VERIFY
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