Caleb
Long
Xml Financial Group
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About this Advisor
Caleb Long is a financial advisor based in Bethesda, Maryland, working with Xml Financial Group. Caleb has previously held positions at Goldman Sachs & Co. LLC, Goldman Sachs, Auto-Owners Insurance, Gardex Electronics LTD, Liberty University, Wildwood Pool, Liberty University - Virginia, Xml Securities, LLC, and Xml Financial Group. Caleb has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in the District of Columbia, Maryland, and Virginia. Currently, Caleb is part of Xml Financial Group, which operates out of Bethesda, Maryland. The firm has 16 offices and 52 employees. The firm manages assets totaling $2.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Xml Financial Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Xml Financial Group Brokerage Details
$2,753,502,220
52
5,960
$461,997
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
Caleb Long Work History
Xml Securities, LLC
Xml Financial Group
Goldman Sachs & Co. LLC
Goldman Sachs
Auto-Owners Insurance
Gardex Electronics LTD
Liberty University
Wildwood Pool
Liberty University - Virginia
Disclosures
Please visit the SEC profile of Caleb Long 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
Bethesda, MD
Fort Washington, PA
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
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