XML was recently named to the top 5000 list of fastest growing private companies by Inc., ranked based on percentage revenue growth from 2008 through 2011. September 2012
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I’m pleased to announce that XML was awarded one of the National Premier Advisors as published by National Association of Certified Advisory Practices (NABCAP). NABCAP is an unaffiliated, nonprofit organization created to tackle the daunting challenge of identifying top practitioners and through the process help reform the public’s perception of the industry and its professional membership. Advisors are invited and/or nominated to participate by submitting an online questionnaire. The multi-step verification process utilizes independent resources to assess the accuracy and truthfulness of the information submitted by participating advisory practices. NABCAP takes pride that its list of Premier Advisors is not merely defined by Assets Under Management (A.U.M.), revenues produced or even worse, popularity. Alternatively, NABCAP attempts to identify top advisors regardless of size, firm or affiliation.
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Brett Shane Bernstein. CFP ® Attends LPL Financial
Opening Bell Ringing Ceremony at NASDAQ
Rockville, Maryland—July 30, 2012– Brett Bernstein, CFP ® Managing Partner of XML Financial Group in Rockville, Maryland rings the NASDAQ Opening Bell with LPL Financial
Opening Bell Ringing Ceremony at NASDAQ - PDF
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Brett Bernstein, CFP©, was named one of the Top Board Presidents of the Year by BoardRoom magazine. Brett serves as President of the Lakewood Country Club in Rockville, Maryland. BoardRoom magazine annually recognizes the world’s top private club presidents, as Private Club Presidents of the Year, for their outstanding work, their understanding of the industry, and role and responsibilities of the club’s board of directors. (January 31, 2012)
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XML was also named as one of Washington's Premier Wealth Advisors in the Washington Business Journal. The list of companies was selected by NABCAP an independent, non-profit that seeks to identify top practitioners, using an objective questionnaire assessing 20 categories of practice management. September, 2011
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Brett Bernstein, CFP©, was listed in the Who’s Who of Maryland in Kiplinger’s May 2005 issue.
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Rob Kantor was awarded Top 100 Independent Advisors in America based on advisory and brokerage assets under management in 2010, 2009, 2008 (August issue).
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Michael Jacobs CFP©, was featured in an article titled, “In Their Own Words,” in June 2005.
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Mike Jacobs, CFP©, authors an article titled "Investors Demand More" in October 2010. Michael Jacobs CFP©, was featured in an article titled, “Winning Over Wirehouse Brokers,” in April 2005.
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Brett Bernstein CFP©, Michael Jacobs CFP©, and Rob Kantor were featured in an article titled, “The Entrepreneur Equation,” in November 2006.
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