Adam L. Lybarger

ANDERSEN WEALTH MANAGEMENT

Easton, MD 21601

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CRD#: 6047385

Professional summary

Adam Lee Lybarger is a registered financial advisor currently at ANDERSEN WEALTH MANAGEMENT located in Easton, Maryland.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Adam has worked at 4 firms and has passed the Series 66, SIE and Series 7 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.

Insurance Sales; Accident and Health or Sickness Insurance & Life Insurance Only licensed producer; 10/2013;413 EAST PINE ST DELMAR MD 21875; no established time per month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Lee 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

April 27, 2018 - Present

ANDERSEN WEALTH MANAGEMENT

Office #1: 6 West Dover Street, Easton, MD 21601

RIA

CRD#: 146154

Easton, MD

Past

September 28, 2017 - March 1, 2018

LPL FINANCIAL LLC

CRD#: 6413

SALISBURY, MD

Past

September 25, 2017 - March 1, 2018

LPL FINANCIAL LLC

RIA

CRD#: 6413

SALISBURY, MD

Past

October 7, 2013 - May 1, 2017

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

OCEAN PINES, MD

Past

October 7, 2013 - May 1, 2017

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

OCEAN PINES, MD

Past

July 4, 2012 - August 1, 2013

ESSEX NATIONAL SECURITIES, LLC

RIA

CRD#: 25454

HOLLIDAY, PA

Past

April 25, 2012 - August 1, 2013

ESSEX NATIONAL SECURITIES, LLC

CRD#: 25454

HOLLIDAY, PA

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

Maryland
(4/27/2018)

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: 7/3/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 3/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/23/2012

General Securities Representative Examination

Current Firm

ANDERSEN WEALTH MANAGEMENT

ANDERSEN WEALTH | MICHAEL ANDERSEN REGISTERED INVESTMENT ADVISOR L.L.C. | MICHAEL ANDERSEN REGISTERED INVESTMENT ADVISOR | MICHAEL ANDERSEN IAR OF POTOMAC FUND MANAGEMENT | ANDERSEN WEALTH MANAGEMENT

CRD#: 146154 / SEC#:

Delaware

Registered Investment Advisory firm - (7/2/2019 Approved)

Florida

Registered Investment Advisory firm - (2/9/2021 Approved)

Maryland

Registered Investment Advisory firm - (3/5/2008 Approved)

North Carolina

Registered Investment Advisory firm - (10/7/2020 Approved)

Texas

Registered Investment Advisory firm - (3/31/2023 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (11/3/2022 Approved)

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Contact information

Main Address

6 West Dover Street, Easton, MD 21601

Mailing Address

Po Box 1591, Easton, MD 21601

Phone number

(410) 690-4894

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	1,350
AUM (Assets Under Management)	$ 81,011,187

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.

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Adam L. Lybarger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Lee Lybarger's CRS (Customer Relationship Summary).

Certified licenses

Experience

ANDERSEN WEALTH MANAGEMENT

LPL FINANCIAL LLC

LPL FINANCIAL LLC

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

ESSEX NATIONAL SECURITIES, LLC

ESSEX NATIONAL SECURITIES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/3/2012

SIE

Date: 3/1/2018

Series 7

Date: 4/23/2012

Current Firm

ANDERSEN WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ANDERSEN WEALTH MANAGEMENT

TRUST BUT VERIFY

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