Christopher Warner, financial advisor Bethesda MD
90 score

Christopher Warner

CRD Number: 5433126
Current Firm: Warner Financial, Inc.

Christopher Warner (CRD# 5433126) is an Investment Advisor Representative working at Warner Financial, Inc. in Bethesda, MD and has 1 year of experience in the finance industry. Christopher Warner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Aug 2009 - Current 7
Warner Financial, Inc. Bethesda, MD Jan 2008 - Current 8
Mutual Service Corporation Bethesda, MD Feb 2008 - Aug 2009 1
Gurtz And Associates Bethesda, MD Sep 2007 - Dec 2007 < 1
University Of Maryland College Park, MD Sep 2003 - Dec 2007 4
Orbital Sciences Ashburn, VA May 2007 - Sep 2007 < 1
Orbital Sciences Ashburn, VA May 2006 - Sep 2006 < 1

Christopher Warner has no recent exams reported.
Contact Info for Christopher M. Warner
Phone Number: 301-961-9505
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    234
    MILLIONS
  • Total Number of Accounts
    419
    ACCOUNTS
  • Average Account Value
    $558,664
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

DC, MD, TX, VA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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