Caleb
Long
Xml Financial Group
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About this Advisor
Caleb Long is a financial advisor based out of Arlington, Virginia with a total of 1 year of relevant experience. Long is on the advisory team at Xml Financial Group. During their career, the advisor has held roles at Goldman Sachs & Co. LLC, Goldman Sachs, Auto-Owners Insurance, Gardex Electronics LTD, Liberty University, Wildwood Pool, Read Mountain Swim Club, Elks Lodge, Liberty University - Virginia, Liberty Christian Academy, Xml Securities, LLC and Xml Financial Group. Long has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Maryland and Virginia. Xml Financial Group is a financial advisory firm that has its headquarters in Bethesda, MD. The company has offices in 18 locations and a total of 52 advisors. It handles $2 billion in assets between its 5,800 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 19 charitable organizations. Of its 5,800 client accounts, just 3% are associated with high-net-worth clients who have at least $1 million in investable assets. Xml Financial Group performs a diverse array of services, including 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. Fees charged by financial advisors typically vary depending on which services the firm provides the client. However, fee types billed by Xml Financial Group can include 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
Caleb Long Work History
Caleb has been registered as a financial advisor for 1 years.*
Xml Securities, LLC
Xml Financial Group
Goldman Sachs & Co. LLC
Goldman Sachs
Auto-Owners Insurance
Gardex Electronics LTD
Liberty University
Wildwood Pool
Read Mountain Swim Club
Elks Lodge
Liberty University - Virginia
Liberty Christian Academy
*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 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
Falls Church, VA
Bethesda, MD
Fort Washington, PA
Bethesda, MD
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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