Linda Popik Erickson

Current Employers

Employment History

• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 10/1999 → 01/2020
  Erickson Advisors
  Greensboro, NC
• 01/2020 → Present
  Linda P Erickson, Cfp Dba Erickson Advisors
  Greensboro, NC
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2005-01-24 → 2020-01-29
  Erickson Advisors
  Greensboro, NC

Other Businesses

(1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 01/2020 APX NUMBER OF HOURS PER WEEK: LESS THAN 1 HOUR; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE (2) NAME OF OTHER BUSINESS: ST. FRANCIS CHURCH, INVESTMENT RELATED: NO, NATURE OF BUSINESS: VOLUNTEER, START DATE: 10/1/2012, POSITION/TITLE/RELATIONSHIP: "TRUSTED PERSON", BRIEF DESCRIPTION OF DUTIES: CONFIDENTIALLY REVIEWS CLERGY DISCRETIONARY FUNDS, CHECKS WRITTEN, DEPOSITS MADE, BALANCES CHECKBOOK, REPORTS ACTIVITY TO PARISH BOOKKEEPER AND CHURCH AUDITOR. (3) NAME OF OTHER BUSINESS: PARAGON WEALTH ADVISORS REGIONAL RECRUITING WEBSITE; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: RECRUITING WEBSITE; START DATE: 11/14/2016; POSITION/TITLE/RELATIONSHIP: REGIONAL DIRECTOR; APX NUMBER OF HOURS PER WEEK: 3 HOURS; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: RECRUITING - MENTORING AND GROWING PARAGON REGION. (4) NAME OF OTHER BUSINESS: SOCIETY OF FINANCIAL SERVICES PROFESSIONALS; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FOUNDATION; START DATE: 09/01/2016; POSITION/TITLE/RELATIONSHIP: COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: 1 HOUR; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: PROVIDES FUNDS TO ENCOURAGE AND RECRUIT NEXT GENERATION OF FINANCIAL ADVISORS. (5) NAME OF OTHER BUSINESS: LINDA P ERICKSON, CFP DBA ERICKSON ADVISORS INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 01/2020 POSITION/TITLE/RELATIONSHIP: PARTNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-02-11

Designations