LinkedIn Profile

Access XML Financial Group historical Linkedin company profile data on number of followers, employee headcount and more
Ticker Symbol Entity Name As Of Date Company Name Followers Employees on Linkedin Link Industry Date Added Date Updated Description Website Specialities Logo HQ.Street HQ.City HQ.State HQ.Country HQ.Postal GICS Sector GICS Industry
private:xmlfinancialgroup-4 1620413 Jun 4th, 2019 12:00AM XML Financial Group 107 26.00 Open Financial Services Jun 4th, 2019 03:10PM Jun 4th, 2019 03:10PM XML is an independent wealth management firm that seeks to place its clients’ interests first and to provide advice based on their unique financial needs. Founded in 2004 as XML Financial Group we further solidified our independence by becoming an SEC registered investment advisor in October, 2016 and are now named XML Financial, LLC dba XML Financial Group. The Financial Consultants at XML Financial Group begin by helping clients identify their dreams and goals, and then we work closely with them to help create their plan. To ensure that every client’s financial situation is aligned with their goals, our wealth management team works with participants every step of the way. Building professional and personal relationships with all clients allows us to have a proactive and hands-on service model, where attention is paid to the many details associated with our clients’ financial lives. Open Financial Planning, Retirement Planning, Plan Design, Tax Strategies, Insurance Planning, Investment Management, Wealth Management Open One Preserve Parkway, Suite 120 Rockville MD US 20852 Financial Services
private:xmlfinancialgroup-4 1620413 Mar 18th, 2018 12:00AM XML Financial, LLC dba XML Financial Group 73 14.00 Open Financial Services Mar 18th, 2018 03:30PM Mar 18th, 2018 03:30PM Open Financial Services
private:xmlfinancialgroup-4 1620413 Feb 17th, 2018 12:00AM XML Financial, LLC dba XML Financial Group 72 15.00 Open Financial Services Feb 17th, 2018 02:25PM Feb 17th, 2018 02:25PM XML is an independent wealth management firm that seeks to place its clients’ interests first and to provide advice based on their unique financial needs. Founded in 2004 as XML Financial Group we further solidified our independence by becoming an SEC registered investment advisor in October, 2016 and are now named XML Financial, LLC dba XML Financial Group. The Financial Consultants at XML Financial Group begin by helping clients identify their dreams and goals, and then we work closely with them to help create their plan. To ensure that every client’s financial situation is aligned with their goals, our wealth management team works with participants every step of the way. Building professional and personal relationships with all clients allows us to have a proactive and hands-on service model, where attention is paid to the many details associated with our clients’ financial lives. Financial Services
private:xmlfinancialgroup-4 1620413 Feb 16th, 2018 12:00AM XML Financial, LLC dba XML Financial Group 72 15.00 Open Financial Services Feb 16th, 2017 08:15AM Feb 16th, 2017 08:15AM XML is an independent wealth management firm that seeks to place its clients’ interests first and to provide advice based on their unique financial needs. Founded in 2004 as XML Financial Group we further solidified our independence by becoming an SEC registered investment advisor in October, 2016 and are now named XML Financial, LLC dba XML Financial Group. The Financial Consultants at XML Financial Group begin by helping clients identify their dreams and goals, and then we work closely with them to help create their plan. To ensure that every client’s financial situation is aligned with their goals, our wealth management team works with participants every step of the way. Building professional and personal relationships with all clients allows us to have a proactive and hands-on service model, where attention is paid to the many details associated with our clients’ financial lives. Financial Services
private:xmlfinancialgroup-4 1620413 Feb 15th, 2018 12:00AM XML Financial, LLC dba XML Financial Group 72 15.00 Open Financial Services Feb 15th, 2017 10:07AM Feb 15th, 2017 10:07AM XML is an independent wealth management firm that seeks to place its clients’ interests first and to provide advice based on their unique financial needs. Founded in 2004 as XML Financial Group we further solidified our independence by becoming an SEC registered investment advisor in October, 2016 and are now named XML Financial, LLC dba XML Financial Group. The Financial Consultants at XML Financial Group begin by helping clients identify their dreams and goals, and then we work closely with them to help create their plan. To ensure that every client’s financial situation is aligned with their goals, our wealth management team works with participants every step of the way. Building professional and personal relationships with all clients allows us to have a proactive and hands-on service model, where attention is paid to the many details associated with our clients’ financial lives. Financial Services
private:xmlfinancialgroup-4 1620413 Feb 14th, 2018 12:00AM XML Financial, LLC dba XML Financial Group 72 15.00 Open Financial Services Feb 14th, 2017 01:50PM Feb 14th, 2017 01:50PM XML is an independent wealth management firm that seeks to place its clients’ interests first and to provide advice based on their unique financial needs. Founded in 2004 as XML Financial Group we further solidified our independence by becoming an SEC registered investment advisor in October, 2016 and are now named XML Financial, LLC dba XML Financial Group. The Financial Consultants at XML Financial Group begin by helping clients identify their dreams and goals, and then we work closely with them to help create their plan. To ensure that every client’s financial situation is aligned with their goals, our wealth management team works with participants every step of the way. Building professional and personal relationships with all clients allows us to have a proactive and hands-on service model, where attention is paid to the many details associated with our clients’ financial lives. Financial Services
private:xmlfinancialgroup-4 1620413 Feb 13th, 2018 12:00AM XML Financial, LLC dba XML Financial Group 72 15.00 Open Financial Services Feb 13th, 2017 04:11PM Feb 13th, 2017 04:11PM XML is an independent wealth management firm that seeks to place its clients’ interests first and to provide advice based on their unique financial needs. Founded in 2004 as XML Financial Group we further solidified our independence by becoming an SEC registered investment advisor in October, 2016 and are now named XML Financial, LLC dba XML Financial Group. The Financial Consultants at XML Financial Group begin by helping clients identify their dreams and goals, and then we work closely with them to help create their plan. To ensure that every client’s financial situation is aligned with their goals, our wealth management team works with participants every step of the way. Building professional and personal relationships with all clients allows us to have a proactive and hands-on service model, where attention is paid to the many details associated with our clients’ financial lives. Financial Services
private:xmlfinancialgroup-4 1620413 Feb 12th, 2018 12:00AM XML Financial, LLC dba XML Financial Group 72 15.00 Open Financial Services Feb 12th, 2017 04:15AM Feb 12th, 2017 04:15AM XML is an independent wealth management firm that seeks to place its clients’ interests first and to provide advice based on their unique financial needs. Founded in 2004 as XML Financial Group we further solidified our independence by becoming an SEC registered investment advisor in October, 2016 and are now named XML Financial, LLC dba XML Financial Group. The Financial Consultants at XML Financial Group begin by helping clients identify their dreams and goals, and then we work closely with them to help create their plan. To ensure that every client’s financial situation is aligned with their goals, our wealth management team works with participants every step of the way. Building professional and personal relationships with all clients allows us to have a proactive and hands-on service model, where attention is paid to the many details associated with our clients’ financial lives. Financial Services
private:xmlfinancialgroup-4 1620413 Feb 11th, 2018 12:00AM XML Financial, LLC dba XML Financial Group 72 15.00 Open Financial Services Feb 11th, 2017 05:35AM Feb 11th, 2017 05:35AM XML is an independent wealth management firm that seeks to place its clients’ interests first and to provide advice based on their unique financial needs. Founded in 2004 as XML Financial Group we further solidified our independence by becoming an SEC registered investment advisor in October, 2016 and are now named XML Financial, LLC dba XML Financial Group. The Financial Consultants at XML Financial Group begin by helping clients identify their dreams and goals, and then we work closely with them to help create their plan. To ensure that every client’s financial situation is aligned with their goals, our wealth management team works with participants every step of the way. Building professional and personal relationships with all clients allows us to have a proactive and hands-on service model, where attention is paid to the many details associated with our clients’ financial lives. Financial Services
private:xmlfinancialgroup-4 1620413 Feb 10th, 2018 12:00AM XML Financial, LLC dba XML Financial Group 72 15.00 Open Financial Services Feb 10th, 2017 06:43AM Feb 10th, 2017 06:43AM XML is an independent wealth management firm that seeks to place its clients’ interests first and to provide advice based on their unique financial needs. Founded in 2004 as XML Financial Group we further solidified our independence by becoming an SEC registered investment advisor in October, 2016 and are now named XML Financial, LLC dba XML Financial Group. The Financial Consultants at XML Financial Group begin by helping clients identify their dreams and goals, and then we work closely with them to help create their plan. To ensure that every client’s financial situation is aligned with their goals, our wealth management team works with participants every step of the way. Building professional and personal relationships with all clients allows us to have a proactive and hands-on service model, where attention is paid to the many details associated with our clients’ financial lives. Financial Services

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