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Lauren Kathryn O'Brien

XML Financial Group

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About Lauren Kathryn O'Brien

Lauren Kathryn O'Brien is a financial advisor and a Certified Financial Planner™ professional. Lauren O'Brien has been in the financial industry since 2011 and is currently a Registered Representative with XML Financial Group. Lauren O'Brien provides financial planning services to individuals, families, businesses, and non-profit organizations. Lauren O'Brien also offers portfolio management services and selection of other advisors. Prior to joining XML Financial Group, Lauren O'Brien was an advisor with WELLS FARGO ADVISORS, LLC. Lauren O'Brien is registered in 27 states and the District of Columbia.

Firm Information

Lauren O'Brien 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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Lauren O'Brien’s Registration & Firm History

MD

02/01/2019 - Present

XML Financial Group (BETHESDA MD)

VA

08/29/2011 - 01/22/2013

WELLS FARGO ADVISORS, LLC (ALEXANDRIA VA)

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Licenses & Designations

BOTH

Issued 09/16/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/26/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lauren Kathryn O'Brien.
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