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| Kiplinger’s: Brett Bernstein was listed in the Who’s Who of Maryland in Kiplinger’s May 2005 issue. Registered Rep. Top 100: Rob Kantor was awarded Top 100 Independent Advisors in America by Registered Rep. in August 2008 and August 2009 based on advisory and brokerage assets under management. On Wall Street: Michael Jacobs was featured in an article titled, “In Their Own Words,” in On Wall Street in June 2005. Financial Advisor: Michael Jacobs was featured in an article titled,“Winning Over Wirehouse Brokers,” in Financial Advisor in April 2005. Registered Rep.: Brett Bernstein, Michael Jacobs and Rob Kantor were featured in an article titled, “The Entrepreneur Equation,” in Registered Rep. in November 2006. Barron’s: Michael Jacobs was awarded Top 1,000 Advisors by Barron’s in February 2009. Factors considered in the ranking include assets under management, revenue produced for the firm, client satisfaction, regulatory record, and philanthropic work. |
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XML Financial Group
2701 Tower Oaks Blvd.
Suite 202
Rockville, MD 20852
Phone: 301-770-5234
Fax: 301-770-4929
