LO
Lauren O'brien
from Xml Financial Group
Lauren O'brien is a financial advisor based in Maryland, Bethesda,
with 13 years of experience. Lauren currently works for
Xml Financial Group.
Lauren maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
Lauren O'brien works at Xml Financial Group
Xml Financial Group is a financial advisory firm based in Bethesda, Maryland. It currently has approximately $1,318,335,294 of assets under management and employs about 52 people. Xml Financial Group uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
1 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
6901 Rockledge Drive, Suite 730, Bethesda, Maryland, 20817
Advisor can help with
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting