Steven Collins (CRD# 2367431) is an Investment Advisor Representative working at Xml Financial Group in Bethesda, MD and has over 17 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Xml Financial, LLC | Falls Church, VA | Feb 2019 - Current | 5 |
| Xml Securities, Llc (formerly Lara, May & Associates, Llc) | Falls Church, VA | May 2016 - Current | 7 |
| Wells Fargo Advisors Financial Network, LLC | Bethesda, MD | Jan 2016 - May 2016 | < 1 |
| Raymond James Financial Services Advisors, Inc. | Mclean, VA | Oct 2009 - Jan 2016 | 6 |
| Cardinal Financial Corp | Mc Lean, VA | Feb 2009 - Jan 2016 | 6 |
| Raymond James Financial Services | Mclean, VA | Feb 2008 - Jan 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2006 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2009 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CO
- MD
- TX
- VA
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Total Assets Under Management2,754MILLIONS
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Total Number of Accounts5,960ACCOUNTS
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Average Account Value$461,997
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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- Educational seminars/workshops
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