The L. Warner Companies, Inc.
The L. Warner Companies, Inc. (CRD# 108001) is a financial advisory firm headquartered in Lutherville-Timonium, MD. They manage $681,964,136 in 322 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management682MILLION
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Total Number of Accounts322ACCOUNTS
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Average Account Value$2,117,901
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
CA, DC, FL, LA, MD, NJ, NY, PA, TX, VA
Michael Anderson (CRD# 1897303) is an Investment Advisor Representative working at The L. Warner Companies, Inc. in Beverly Hills, CA and has over 30 years of experience in the finance industry.
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.
Thomas Gramigna (CRD# 2322693) is an Investment Advisor Representative working at The L. Warner Companies, Inc. in Lutherville-Timonium, MD and has over 29 years of experience in the finance industry.
Edwin Killinger (CRD# 2426783) is an Investment Advisor Representative working at The L. Warner Companies, Inc. in Lutherville-Timonium, MD and has over 25 years of experience in the finance industry. Edwin Killinger 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.
John Russell (CRD# 1667971) is an Investment Advisor Representative working at The L. Warner Companies, Inc. in Lutherville-Timonium, MD and has over 34 years of experience in the finance industry. John Russell 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.
Ilene Salcman (CRD# 3196798) is an Investment Advisor Representative working at The L. Warner Companies, Inc. in Lutherville-Timonium, MD and has over 23 years of experience in the finance industry.
Ala Smochinsky (CRD# 6641865) 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.
Richard Spivey (CRD# 1062792) is an Investment Advisor Representative working at The L. Warner Companies, Inc. in Lutherville-Timonium, MD and has over 14 years of experience in the finance industry.
Timothy Truss (CRD# 3025932) is an Investment Advisor Representative working at The L. Warner Companies, Inc. in Lutherville-Timonium, MD and has over 17 years of experience in the finance industry.
Kenneth Ward (CRD# 3273636) is an Investment Advisor Representative working at The L. Warner Companies, Inc. in Lutherville-Timonium, MD and has over 22 years of experience in the finance industry.