Financial ADVSR advisor directory · SEC adviser records
Xml Financial Group financial advisors in Bethesda, MD
Every SEC-registered investment adviser representative at a Xml Financial Group office in Bethesda, A to Z.
The short answer
20 registered advisors work at Xml Financial Group in Bethesda, out of 26 at the firm nationwide; it ranks number 13 in the city by advisors. 9 list the CFP designation and 18 are also registered broker representatives.
Xml Financial Group advisors in Bethesda, A to Z
Every Xml Financial Group advisor →- Sharon L. AbbeyAlso a broker rep
- Brett S. BernsteinCertified Financial Planner · Also a broker rep
- Shawna T. BiedaCertified Financial Planner · Also a broker rep
- Stephen A. ClagettAlso a broker rep
- Steven F. CollinsAlso a broker rep
- Curtis J. CongdonCertified Financial Planner · Also a broker rep
- Michelle P. CooperAlso a broker rep
- Noorjahan EnayatCertified Financial Planner
- Alexandra KantarskiCertified Financial Planner · Also a broker rep
- Robert D. KantorAlso a broker rep
- Jason E. KlopmanCertified Financial Planner
- James B. LeeAlso a broker rep
- Beth J. LevineAlso a broker rep
- John R. MayCertified Financial Planner · Also a broker rep
- Lauren K. O'BrienCertified Financial Planner · Also a broker rep
- John J. SciutoAlso a broker rep
- Jennifer L. SzaroAlso a broker rep
- Jordan R. VanoortCertified Financial Planner, Chartered Financial Analyst · Also a broker rep
- Meredith WadeAlso a broker rep
- John E. WightmanAlso a broker rep
Xml Financial Group advisors in every city and state →Xml Financial Group: assets, clients and custodians →Advisor Moves: who changed firms this week →
Xml Financial Group advisors in other cities
Boynton Beach, FL 1Delray Beach, FL 1Fort Washingtion, PA 1Fort Washington, PA 1St. Petersburg, FL 1Washington, DC 1
Other firms in Bethesda
All Bethesda advisors →Wells Fargo Advisors Financial Network, LLC 90Morgan Stanley 74Wells Fargo Clearing Services, LLC 51Chevy Chase Trust Company 41UBS Financial Services Inc. 35Ameriprise Financial Services, LLC 33Merrill Lynch, Pierce, Fenner & Smith Incorporated 31Charles Schwab & Co., Inc. 25Wealthspire Retirement Advisory 25Eagle Strategies LLC 19Strategic Advisers LLC 18Asb Capital Management LLC 17
Questions
How many financial advisors does Xml Financial Group have in Bethesda?
20 investment adviser representatives are registered at Xml Financial Group offices in Bethesda, Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 26 nationwide. 9 list the CFP designation and 18 are also registered as broker representatives.
Is Xml Financial Group one of the largest advisor employers in Bethesda?
Xml Financial Group ranks number 13 in Bethesda by registered advisors; Wells Fargo Advisors Financial Network, LLC has the most, with 90.
How do I check a Xml Financial Group advisor in Bethesda?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.