Curtis
Congdon
Xml Financial Group
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About this Advisor
Curtis Congdon is a financial advisor based in Bethesda, Maryland, working with Xml Financial Group. Curtis has previously held positions at Xml Securities, LLC (formerly Lara, May & Associates, LLC) and Xml Financial, LLC. Curtis has passed the Series 66 regulatory exam and is registered to provide services in Colorado, Texas, and Virginia. Currently, Curtis 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
Curtis Congdon Work History
Xml Financial, LLC
Xml Securities, LLC (Formerly Lara, May & Associates, LLC)
Disclosures
Please visit the SEC profile of Curtis Congdon 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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