Unclaimed
Eric Michael Lybarger is an investment advisor representative at Evergreen Investing, LLC. Eric has been in the industry for over 18 years. Previously, Eric worked at Raymond James Financial Services, Inc. and AXA Advisors, LLC. Eric has passed the Series 7 and Series 66 exams. Eric is a pilot for United Airlines. Eric is registered in Colorado and Texas. Eric specializes in providing financial planning and portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CO
02/14/2019 - Present
Evergreen Investing, LLC (AURORA CO)
CO
05/23/2005 - 05/13/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (GOLDEN CO)
NY
10/03/2003 - 04/06/2005
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 10/13/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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