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Eric Michael Lybarger

Evergreen Investing, LLC

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About Eric Michael Lybarger

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.

Firm Information

Eric Lybarger is currently registered with Evergreen Investing, LLC. Evergreen Investing, LLC is an investment advisor with 1 investment advisor representative and manages $14,545,917 in regulatory assets. The firm provides financial planning and portfolio management for individuals, businesses, and irrevocable trusts. The firm has 91 client accounts.

$14.55M

Assets Under Management

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Total Clients

1

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Eric Lybarger’s Registration & Firm History

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)

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Licenses & Designations

BOTH

Issued 10/13/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/02/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Michael Lybarger.
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