WEBSITE TERMSLast Updated: May 28, 2019
XML Financial Group (“us”, “we” or “our”) may only transact business in a U.S State or territory in which we are registered or qualify for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to advisory services, together with access to additional investment-related information, publications, and hyper links to other industry related web-based sources. Accordingly, the publication of our website on the Internet should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice. Any subsequent, direct communication by us with a prospective client shall be conducted by an investment advisory representative, referred to as a Wealth Advisor. For information pertaining to the current registration status of us or that of a Wealth Advisor , please visit the SEC Investment Adviser Public Disclosure website.
Certain portions of this website may contain a discussion of, and/or provide access to the opinions of other investment and non-investment professionals as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current opinion or circumstances. Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from us, or from any other investment professional. Wealth Advisors and employees are neither licensed attorneys nor accountants, unless specifically identified as such, and no portion of the website content should be interpreted as professional legal, accounting or tax advice. Past performance is no guarantee of future results. Investing in the stock market involves gains and losses and may not be suitable for all investors. Please read our disclosure statement, ADV Part 2A Brochure, and/ or our Wrap Fee Brochure and the Wealth Advisor’s 2B Supplement carefully before you engage our services.
To the extent that any client or prospective client utilizes any financial calculator or similar device contained within or linked to this website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from us, or from any other investment professional. Each client and prospective client agrees, as a condition precedent to his/her access to this website, to release and hold us harmless, our officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her actions and/or omissions which are independent of his/her receipt of personalized individual advice from a Wealth Advisor.
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