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Curtis Jeffrey Congdon

XML Financial Group

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About Curtis Jeffrey Congdon

Curtis Congdon is an Investment Advisor Representative with XML Financial Group. Curtis has been in the industry since 2005 and holds a Series 7 and Series 66 license. He has a Certified Financial Planner designation and is registered in 37 states. Curtis offers a variety of financial services to his clients, including financial planning, portfolio management, and pension consulting. He is also a member of BR Financial Associates Management Company, LLC. Curtis is committed to helping his clients achieve their financial goals.

Firm Information

Curtis Congdon is currently registered with XML Financial Group. XML Financial Group is an independent financial advisory firm headquartered in Bethesda, MD. They provide a variety of services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and institutions. The firm manages over $2.7 billion in assets for a diverse client base, including individuals, corporations, charitable organizations, and pension plans. They are registered with the Securities and Exchange Commission (SEC) and participate in wrap fee programs.
XML Financial Group

6901 ROCKLEDGE DRIVE

BETHESDA, MD 20817

$2.75B

Assets Under Management

34

Total Clients

29

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Curtis Congdon’s Registration & Firm History

MD

02/01/2019 - Present

XML Financial Group (BETHESDA MD)

VA

06/23/2005 - 02/13/2009

AMERIPRISE FINANCIAL SERVICES, INC. (CENTREVILLE VA)

MN

06/23/2005 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 07/05/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/22/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Curtis Jeffrey Congdon. Review regulatory record here.
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