Financial ADVSR advisor directory · SEC adviser records
Xml Financial Group financial advisors in Maryland
Every SEC-registered investment adviser representative at a Xml Financial Group office in Maryland, by city and A to Z.
18 registered advisors work at Xml Financial Group in Maryland, out of 26 nationwide; it's the firm's number 1 state by advisors, and the most are in Bethesda (16). 9 list the CFP designation and 16 are also registered broker representatives.
Xml Financial Group advisors by city in Maryland
Every firm in Maryland →Xml Financial Group advisors in Maryland, A to Z
Search by name →- Sharon L. AbbeyBethesda
- Brett S. BernsteinBethesda · Certified Financial Planner
- Shawna T. BiedaPasadena · Certified Financial Planner
- Stephen A. ClagettBethesda
- Steven F. CollinsBethesda
- Curtis J. CongdonBethesda · Certified Financial Planner
- Michelle P. CooperBethesda
- Noorjahan EnayatBethesda · Certified Financial Planner
- Alexandra KantarskiBethesda · Certified Financial Planner
- Robert D. KantorBethesda
- Jason E. KlopmanBethesda · Certified Financial Planner
- James B. LeeBethesda
- Beth J. LevineRockville
- John R. MayBethesda · Certified Financial Planner
- Lauren K. O'BrienBethesda · Certified Financial Planner
- Jordan R. VanoortBethesda · Certified Financial Planner, Chartered Financial Analyst
- Meredith WadeBethesda
- John E. WightmanBethesda
Xml Financial Group advisors in every state →Xml Financial Group: assets, clients and custodians →Advisor Moves: who changed firms this week →
Xml Financial Group in other states
Questions
How many Xml Financial Group financial advisors are in Maryland?
18 investment adviser representatives are registered at Xml Financial Group offices in Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 26 at the firm nationwide. 9 list the CFP designation and 16 are also registered as broker representatives.
Where in Maryland does Xml Financial Group have the most advisors?
Bethesda, with 16, then Pasadena (1). Xml Financial Group has advisors in 3 cities in Maryland.
How do I check a Xml Financial Group advisor in Maryland?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Xml Financial Group office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.