Kurt E. Laubinger

POTOMAC WEALTH MANAGEMENT LLC

Great Falls, VA 22066

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CRD#: 1144481

Professional summary

Kurt Eric Laubinger is a registered financial advisor currently at POTOMAC WEALTH MANAGEMENT LLC located in Great Falls, Virginia.

Kurt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Kurt has worked at 4 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kurt Eric Laubinger's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 16, 2009 - Present

POTOMAC WEALTH MANAGEMENT LLC

Office #1: 737 Walker Rd. Suite 1b, Great Falls, VA 22066

RIA

CRD#: 150482

Great Falls, VA

Past

February 8, 2008 - October 30, 2008

HSBC SECURITIES (USA) INC.

RIA

CRD#: 19585

MCLEAN, VA

Past

January 17, 2008 - October 30, 2008

HSBC SECURITIES (USA) INC.

CRD#: 19585

MCLEAN, VA

Past

January 25, 2005 - December 31, 2005

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

September 17, 2002 - October 14, 2004

UVEST FINANCIAL SERVICES GROUP, INC.

CRD#: 13787

CHARLOTTE, NC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(6/16/2009)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/7/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/18/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/15/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/16/2002

Investment Company Products/Variable Contracts Representative Examination

Current Firm

POTOMAC WEALTH MANAGEMENT LLC

NAME1016 | POTOMAC WEALTH MANAGEMENT LLC

CRD#: 150482 / SEC#:

Virginia

Registered Investment Advisory firm - (6/9/2009 Approved)

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Contact information

Main Address

737 Walker Rd. Suite 1b, Great Falls, VA 22066

Mailing Address

Phone number

(202) 236-9667

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	41
AUM (Assets Under Management)	$ 84,532,374

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Kurt E. Laubinger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kurt Eric Laubinger's CRS (Customer Relationship Summary).

Certified licenses

Experience

POTOMAC WEALTH MANAGEMENT LLC

HSBC SECURITIES (USA) INC.

HSBC SECURITIES (USA) INC.

WELLS FARGO CLEARING SERVICES, LLC

UVEST FINANCIAL SERVICES GROUP, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/7/2008

Series 63

Date: 10/18/2002

Series 7

Date: 1/15/2008

Series 6

Date: 9/16/2002

Current Firm

POTOMAC WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

POTOMAC WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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