Derek Elphick, financial advisor Lutherville-Timonium MD

Derek Elphick

CRD Number: 6504706
Current Firm: The L. Warner Companies, Inc.

Derek Elphick (CRD# 6504706) is an Investment Advisor Representative working at The L. Warner Companies, Inc. in Lutherville-Timonium, MD and has over 4 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
The L. Warner Companies, Inc. Timonium, MD Aug 2016 - Current 5
United Brokerage Services, Inc. Parkersburg, WV Jun 2015 - Aug 2016 1
United Bank Bethesda, MD Sep 2013 - Aug 2016 2
Endo Pharmaceuticals Malvern, PA May 2008 - Aug 2013 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2017
Contact Info for Derek J. Elphick
Phone Number: 410-252-0808
Firm Website:
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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