Andrew
Villafranca
Xml Financial Group
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About this Advisor
Andrew Villafranca is a certified financial planner operating out of Bethesda, Maryland, who has 2 years of industry experience. Villafranca works at Xml Financial Group. Villafranca has gained experience at Morgan Stanley, Loyola University Maryland, Morgan Stanley Private Bank, National Association, Wells Fargo Advisors Financial Network, LLC, Xml Financial Group and Xml Securities, LLC. Villafranca maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Maryland and Virginia. Xml Financial Group is a business based out of Bethesda, MD. The firm has offices in 18 locations and a total of 52 employees. It administers $2 billion in total assets between its 5,800 customer accounts, placing it among the largest firms in the United States by assets under management. The firm provides services to 19 charities and foundations. Of its 5,800 client accounts, just 3% belong to high-net-worth investors who have at least $1 million in assets. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules largely are based on which services the firm provides the client. However, fee types billed by Xml Financial Group likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Xml Financial Group Brokerage Details
$2,323,032,504
52
5,800
$400,523
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Andrew Villafranca Work History
Andrew has been registered as a financial advisor for 2 years.*
Xml Financial Group
Xml Securities, LLC
Wells Fargo Advisors Financial Network, LLC
Morgan Stanley
Morgan Stanley
Morgan Stanley Private Bank, National Association
Morgan Stanley
Morgan Stanley
Loyola University Maryland
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrew Villafranca to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Xml Financial Group
Falls Church, VA
Bethesda, MD
Bethesda, MD
Bethesda, MD
Fort Washington, PA
Falls Church, VA
Bethesda, MD
Boynton Beach, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
