Eric P Sorenson

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2013 → 08/2022
  Hancock Investment Services, Inc.
  Baton Rouge, LA
• 08/2022 → Present
  Cetera Investment Services Llc
  Saint Cloud, MN
• 08/2022 → Present
  Cetera Investment Advisers Llc
  New Orleans, LA
• 02/2013 → Present
  Hancock Whitney Bank
  Baton Rouge, LA

Previous Registrations

• 2013-02-07 → 2022-08-10
  Hancock Whitney Investment Services Inc.
  New Orleans, LA
• 2011-01-24 → 2012-07-03
  Chase Investment Services Corp.
  Lafayette, LA
  Lafayette, LA
  Lafayette, LA
  Lafayette, LA
  Lafayette, LA
  Lafayette, LA

Other Businesses

FRONTIER ENTERTAINMENT LLC, 1463 PAUGER ST., NEW ORLEANS, 337-230-2578, LITERARY ARTS - I WROTE A BOOK AND WANT IT PUBLISHED, NO CLIENT INVOLVEMENT, PRESIDENT, OWNER - 100%, DUTIES - MARKETING BOOK, NONE - AFTER NORMAL BUSINESS HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2011-06-09