Curtis
Congdon
Xml Financial Group
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About this Advisor
Curtis Congdon is a certified financial planner operating out of Falls Church, Virginia who has 4 years of industry experience. Congdon is an employee of Xml Financial Group. During their career, Congdon has held roles at Xml Securities, LLC (Formerly Lara, May & Associates, LLC) and Xml Financial, LLC. Congdon has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Colorado, Texas and Virginia. Xml Financial Group is a financial advisory company headquartered in Bethesda, MD. The firm has offices in 18 locations and a total of 52 advisors. It administers $2 billion in total assets across its 5,800 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 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. Xml Financial Group has a number 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. Financial management fee schedules are based on the type of financial services offered. Fees charged by Xml Financial Group can be comprised of any blend 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
Curtis Congdon Work History
Curtis has been registered as a financial advisor for 4 years.*
Xml Financial, LLC
Xml Securities, LLC (Formerly Lara, May & Associates, LLC)
*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 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
Falls Church, VA
Bethesda, MD
Falls Church, VA
Fort Washington, PA
Bethesda, MD
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.
