AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
KL

Kurt Eric Laubinger

POTOMAC WEALTH MANAGEMENT
GREAT FALLS, VA
·CRD# 1144481·24 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

Eric Duranta Bailey
Eric Duranta Bailey

OSAIC WEALTH, INC.

SILVER SPRING, MD · CRD#
View profile
Michael Scott Aves
Michael Scott Aves

LPL FINANCIAL LLC

GAITHERSBURG, MD · CRD#
Washington, DC · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Eric Duranta Bailey
Eric Duranta Bailey

OSAIC WEALTH, INC.

SILVER SPRING, MD · CRD#
Michael Scott Aves
Michael Scott Aves

LPL FINANCIAL LLC

GAITHERSBURG, MD · CRD#
EC
Erin Caines

EAGLE STRATEGIES LLC

DERWOOD, MD · CRD#
Washington, DC · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Eric Duranta Bailey
Eric Duranta Bailey

OSAIC WEALTH, INC.

SILVER SPRING, MD · CRD#
Michael Scott Aves
Michael Scott Aves

LPL FINANCIAL LLC

GAITHERSBURG, MD · CRD#
EC
Erin Caines

EAGLE STRATEGIES LLC

DERWOOD, MD · CRD#
Washington, DC · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Eric Duranta Bailey
Eric Duranta Bailey

OSAIC WEALTH, INC.

SILVER SPRING, MD · CRD#
Michael Scott Aves
Michael Scott Aves

LPL FINANCIAL LLC

GAITHERSBURG, MD · CRD#
EC
Erin Caines

EAGLE STRATEGIES LLC

DERWOOD, MD · CRD#
Washington, DC · CRD#

Years of Experience

24 years in the financial services industry

Current & Past Employments

POTOMAC WEALTH MANAGEMENT LLC·CRD# 150482
RIA
737 Walker Rd. Suite 1b, Great Falls, VA 22066
June 16, 2009 - Present
HSBC SECURITIES (USA) INC.·CRD# 19585
RIA
Mclean, VA
February 8, 2008 - October 30, 2008
HSBC SECURITIES (USA) INC.·CRD# 19585
BD
Mclean, VA
January 17, 2008 - October 30, 2008
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
BD
St. Louis, MO
January 25, 2005 - December 31, 2005
UVEST FINANCIAL SERVICES GROUP, INC.·CRD# 13787
BD
Charlotte, NC
September 17, 2002 - October 14, 2004

Similar Advisors

Eric Duranta Bailey
Eric Duranta Bailey

OSAIC WEALTH, INC.

SILVER SPRING, MD · CRD#
Michael Scott Aves
Michael Scott Aves

LPL FINANCIAL LLC

GAITHERSBURG, MD · CRD#
EC
Erin Caines

EAGLE STRATEGIES LLC

DERWOOD, MD · CRD#
Washington, DC · CRD#

Current Firm

PW
POTOMAC WEALTH MANAGEMENT LLC

NAME1016 | POTOMAC WEALTH MANAGEMENT LLC

CRD#: 150482
Texas
Registered Investment Advisory firm - Texas (11/18/2025 Conditional Restricted)
Virginia
Registered Investment Advisory firm - Virginia (6/9/2009 Approved)

Contact Information

Main Address

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

Phone Number

(202) 236-9667

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

98

AUM (Assets Under Management)

$96,113,747

Similar Advisors

Eric Duranta Bailey
Eric Duranta Bailey

OSAIC WEALTH, INC.

SILVER SPRING, MD · CRD#
Michael Scott Aves
Michael Scott Aves

LPL FINANCIAL LLC

GAITHERSBURG, MD · CRD#
EC
Erin Caines

EAGLE STRATEGIES LLC

DERWOOD, MD · CRD#
Washington, DC · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Similar Advisors

Eric Duranta Bailey
Eric Duranta Bailey

OSAIC WEALTH, INC.

SILVER SPRING, MD · CRD#
Michael Scott Aves
Michael Scott Aves

LPL FINANCIAL LLC

GAITHERSBURG, MD · CRD#
EC
Erin Caines

EAGLE STRATEGIES LLC

DERWOOD, MD · CRD#
Washington, DC · CRD#

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.
IAR
Texas
(1/15/2026)
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Feb 2008About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 2002About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Jan 2008About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Sep 2002About the Series 6 exam

Similar Advisors

Eric Duranta Bailey
Eric Duranta Bailey

OSAIC WEALTH, INC.

SILVER SPRING, MD · CRD#
Michael Scott Aves
Michael Scott Aves

LPL FINANCIAL LLC

GAITHERSBURG, MD · CRD#
EC
Erin Caines

EAGLE STRATEGIES LLC

DERWOOD, MD · CRD#
Washington, DC · CRD#

CRS (Client Relationship Summary) - RIA

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

Similar Advisors

Eric Duranta Bailey
Eric Duranta Bailey

OSAIC WEALTH, INC.

SILVER SPRING, MD · CRD#
Michael Scott Aves
Michael Scott Aves

LPL FINANCIAL LLC

GAITHERSBURG, MD · CRD#
EC
Erin Caines

EAGLE STRATEGIES LLC

DERWOOD, MD · CRD#
Washington, DC · CRD#
KL
Follow Kurt
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required