Brittany Nicole Robertson
Investment adviser representative at Cetera Investment Advisers LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$256.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Erickson Advisors Inc dba Erickson AdvisorsJan 2026 to now
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Wealth Services, LLCFeb 2023 to now
- Linda P Erickson, CFP, Inc dba Erickson AdvisorsJan 2023 to Dec 2025
- Capfinancial Partners LLC (captrust)Nov 2021 to Jan 2023
- Capfinancial Securities LLCOct 2021 to Jan 2023
- Cetera Advisor Networks LLCJul 2014 to Oct 2021
- Erickson AdvisorsJun 2014 to Jan 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 1 state (NC).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6371504
- Firm CRD
- 105644