Judith Tiktin, financial advisor Rockville MD
93 score

Judith Tiktin

CRD Number: 4469623
Current Firm: Xml Financial, LLC

Judith Tiktin (CRD# 4469623) is an Investment Advisor Representative working at Xml Financial, LLC in Rockville, MD and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Xml Financial, LLC Rockville, MD Oct 2016 - Current 1
Care First Bethesda, MD Jun 2002 - Current 15
Judith M. Tiktin, Cpa, Pc Bethesda, MD Oct 1991 - Current 26
Lpl Financial LLC Rockville, MD Jul 2010 - Sep 2016 6
Aetna Bethesda, MD May 2010 - May 2012 2
Everbank Jacksonville, FL May 2010 - Apr 2012 1
Genworth Financial Adviser Corporation Schaumburg, IL Nov 2005 - Jul 2010 4
Genworth Financial Securities Corporation Schaumburg, IL Jun 2004 - Jul 2010 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2003
S65 NASAA Investment Advisors Law Examination Nov 2005
Contact Info for Judith G. Tiktin
Phone Number: (301) 770-5234
Firm Website: http://www.xmlfg.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    431
    MILLIONS
  • Total Number of Accounts
    1,839
    ACCOUNTS
  • Average Account Value
    $234,409
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

CA, DC, DE, FL, GA, MA, MD, MO, NC, NE, NJ, NY, PA, TX, VA, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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