• Rockville 301.770.5234
  • Falls Church 703.790.5999
  • Frisco 970.668.5700
  • BrokerCheck

Brokerage Services

Broker dealer products and securities are offered through our affiliate Lara, May & Associates, LLC, Member FINRA/SIPC.

About Lara, May & Associates:

  • Originated in 1981.
  • Full service brokerage and insurance services
  • We have the capabilities to handle advanced and complex investment needs and preferences such as; private equity, 1031 exchanges, educational accounts, ROTH IRAs and IRA’s direct brokerage accounts, and other subscription-based investments offerings.
  • Clients span the U.S. and include individuals, families, businesses, non-profits and associations.
  • Firm culture is focused on personalized service and building long-term relationships.
  • Joined Focus Financial partnership in 2007.
  • Clearing firm and primary custodian is First Clearing, a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

A successful relationship should include mutual understanding, trust and openness. Each representative has their own personality, style and areas of strength. It just has to click. Instead of an isolated competitive environment, employees are encouraged to use the strengths of one another to elevate the collective client experience.

BE AN EDUCATED INVESTOR

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We offer a full suite of investment services
For
advisors

Whatever your current background is in an investment advisory capacity, XML Financial Group can help you think about, address, and execute on the decision to go independent.

Our
Services

The wealth management team at XML Financial Group offers very personalized and consultative financial services.

XML
Brochure

XML Brochure

Broker dealer products and securities are offered through our affiliate Lara, May & Associates, LLC, Member FINRA/SIPC.

About Lara, May & Associates:

  • Originated in 1981.
  • Full service brokerage and insurance services
  • We have the capabilities to handle advanced and complex investment needs and preferences such as; private equity, 1031 exchanges, educational accounts, ROTH IRAs and IRA’s direct brokerage accounts, and other subscription-based investments offerings.
  • Clients span the U.S. and include individuals, families, businesses, non-profits and associations.
  • Firm culture is focused on personalized service and building long-term relationships.
  • Joined Focus Financial partnership in 2007.
  • Clearing firm and primary custodian is First Clearing, a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

A successful relationship should include mutual understanding, trust and openness. Each representative has their own personality, style and areas of strength. It just has to click. Instead of an isolated competitive environment, employees are encouraged to use the strengths of one another to elevate the collective client experience.

BE AN EDUCATED INVESTOR