AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
EL

Eric M. Lybarger

EVERGREEN INVESTING
Aurora, CO
Some features on this profile are disabled
CRD#: 4695738
EL

Professional summary


Eric Michael Lybarger, who also goes by Eric Lybarger, is a registered financial advisor currently at EVERGREEN INVESTING, LLC located in Aurora, Colorado.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Eric has worked at 4 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Eric Lybarger

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.
Pilot with United Airlines.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Eric Michael Lybarger'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

July 31, 2009 - Present

EVERGREEN INVESTING, LLC

RIA
CRD#: 150006
Aurora, CO
Past

January 2, 2009 - May 13, 2009

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
SAINT PETERSBURG, FL
Past

May 23, 2005 - January 2, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA
CRD#: 6694
GOLDEN, CO
Past

May 23, 2005 - May 13, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
GOLDEN, CO
Past

October 14, 2003 - April 6, 2005

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
DENVER, CO
Past

October 3, 2003 - April 6, 2005

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

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
Colorado
(7/31/2009)
IAR
Texas
(2/14/2019)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/13/2003
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


EI
EVERGREEN INVESTING, LLC
EVERGREEN GLOBAL INVESTMENT GROUP, LLC | NAME 917 | EVERGREEN INVESTING, LLC | EVERGREEN INVESTING LLC DBA SUMMIT FINANCIAL SERVICES INC | EVERGREEN INVESTING LLC DBA P. A. SCHOPEN & ASSOCIATES LLC

CRD#: 150006 / SEC#:

Colorado
Registered Investment Advisory firm - (7/31/2009 Approved)
Texas
Registered Investment Advisory firm - (2/2/2018 Conditional Restricted)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Aurora, CO
Mailing Address
Phone number
(303) 800-6350
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts102
AUM (Assets Under Management)$ 23,018,416

Red Flags


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.

Company Information


EVERGREEN INVESTING, LLC

CRD#: 150006Aurora, CO

TRUST BUT VERIFY

Monitor Eric Lybarger

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics