• MD 301.770.5234
  • VA 703.790.5999 or LMA 703.827.2300
  • CO 970.668.5700
  • BrokerCheck

Brokerage Services

Many of our Wealth Advisors are also representatives with our affiliated broker dealer, Lara, May & Associates, LLC (LMA), Member FINRA/SIPC. Broker dealer products and securities offered through LMA  are separate from investment advisory services provided through XML.

ABOUT LMA:

  • Originated in 1981.
  • Full service brokerage and insurance services
  • Capabilities to handle advanced and complex investment needs and preferences such as; private equity, 1031 exchanges, educational accounts, ROTH IRAs, IRAs, 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 – Learning Links and Disclosures

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We offer a full suite of investment services
For
advisors

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

Our
Services

The Wealth Advisors offers very personalized and consultative financial services.

Brokerage
Services

Brokerage Services through our affiliated broker dealer.

Many of our Wealth Advisors are also representatives with our affiliated broker dealer, Lara, May & Associates, LLC (LMA), Member FINRA/SIPC. Broker dealer products and securities offered through LMA  are separate from investment advisory services provided through XML.

ABOUT LMA:

  • Originated in 1981.
  • Full service brokerage and insurance services
  • Capabilities to handle advanced and complex investment needs and preferences such as; private equity, 1031 exchanges, educational accounts, ROTH IRAs, IRAs, 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 – Learning Links and Disclosures