professional profile
Curtis Jeffrey Congdon, CFP
Overview
Curtis Jeffrey Congdon is an insurance agent, a registered representative and an investment adviser representative based in Fairfax, VA, with 21 years in the industry.
- Years in the industry
- 21
- States licensed
- 5
- States registered
- 39
- Carrier appointments
- 6
Contact
2 business emails and 3 phone numbers on file
Registrations and licenses
- Licensed in 5 states
- Registered in 39 states
4 lines of authority, with every state and its dates
Firms
- Xml SecuritiesCurrent firm
- XML Financial GroupCurrent firm
Employment history since 2005
Carriers
6 active carrier appointments
Book and practice
Firm assets under management on file
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