Erica Cordova

Employer firm

Sovran Advisors, LLC CRD 329415

$1.87B regulatory AUM 69 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2015 → 01/2019
  Foresters Financial Services
  San Diego, CA
• 08/2017 → 01/2019
  Foresters Advisory Services
  San Diego, CA
• 01/2019 → 08/2022
  Securian Financial Services Inc
  St Paul, MN
• 01/2019 → 10/2021
  Cri Securities Inc
  St Paul, MN
• 01/2019 → 08/2022
  Minnesota Life Insurance Co
  St Paul, MN
• 01/2019 → 08/2022
  North Star Financial
  San Diego, CA
• 08/2022 → 02/2024
  Massmutual Life Insurance Company
  San Diego, CA
• 08/2022 → 02/2024
  Mml Investors Services, Llc
  San Diego, CA
• 02/2024 → Present
  Sovran Advisors Llc - Crd 329415
  San Diego, CA
• 01/2022 → Present
  Dova
  San Diego, CA
• 01/2021 → Present
  Financial Haus
  San Diego, CA
• 02/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2022-08-11 → 2024-03-05
  Mml Investors Services, Llc
  San Diego, CA
  San Diego, CA
• 2019-01-28 → 2022-08-09
  Securian Financial Services, Inc.
  San Diego, CA
  San Diego, CA
• 2019-01-28 → 2021-10-25
  Cri Securities, Llc
  San Diego, CA
  San Diego, CA
• 2017-09-08 → 2019-01-22
  Foresters Advisory Services, Llc
  San Diego, CA

Other Businesses

1. NAME OF OTHER BUSINESS: SOVRAN ADVISORS LLC - CRD 329415 INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR REPRESENTATIVE START DATE: 02/2024 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND ASSET MANAGEMENT 2. NAME OF OTHER BUSINESS: AIRBNB INVESTMENT RELATED: NO ADDRESS: 3719 BILLMAN STREET, SAN DIEGO, CA 92115 NATURE OF BUSINESS: RENTAL START DATE: 7/2022 POSITION/TITLE/RELATIONSHIP: PROPERTY OWNER APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: MANAGE AIRBNB PROPERTY, COMMUNICATE WITH GUESTS, MAINTAIN HOME UPKEEP AND GUESTS BASIC NEEDS, MANAGE CLEANERS; 3. NAME OF OTHER BUSINESS: DOVA INVESTMENT RELATED: NO ADDRESS: 3838 1ST AVE APT 7, SAN DIEGO, CA 92103 NATURE OF BUSINESS: THE PURPOSE IS TO CREATE MUSIC AND DJ EVENTS START DATE: 1/2022 POSITION/TITLE/RELATIONSHIP: DOVA APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: CREATING PLAYLISTS, MUSIC, PERFORMING AT EVENTS; 4. NAME OF OTHER BUSINESS: FINANCIAL HAUS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: REPRESENT OURSELVES AS FINANCIAL ADVISORS UNDER THE FINANCIAL HAUS BRAND START DATE: 1/2021 POSITION/TITLE/RELATIONSHIP: INDEPENDENT CONTRACTOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: SENIOR FINANCIAL PLANNER;

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-08-22
• S63 Uniform Securities Agent State Law Examination
  2014-10-14

Designations

• Certified Financial Planner

Other Names

• Erica Cordova
• Erica Nicole Cordova