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).

By the Numbers
  • Total Assets Under Management
    682
    MILLION
  • Total Number of Accounts
    322
    ACCOUNTS
  • Average Account Value
    $2,117,901
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DC, FL, LA, MD, NJ, NY, PA, TX, VA

Financial Advisors at The L. Warner Companies, Inc.
Showing 1 - 10 of 11 top financial advisors.
1
Michael T. Anderson
CRD#: 1897303
9100 Wilshire Blvd, Suite 720e, Beverly Hills, CA 90212

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.

2
Derek J. Elphick
CRD#: 6504706
9690 Deereco Road, Suite 650, Lutherville-Timonium, MD 21093

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.

3
Thomas J. Gramigna
CRD#: 2322693
9690 Deereco Road, Suite 650, Lutherville-Timonium, MD 21093

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.

4
Edwin S. Killinger
CRD#: 2426783
9690 Deereco Road, Suite 650, Lutherville-Timonium, MD 21093

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.

5
John K. Russell
CRD#: 1667971
9690 Deereco Road, Suite 650, Lutherville-Timonium, MD 21093

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.

6
Ilene Salcman
CRD#: 3196798
9690 Deereco Road, Suite 650, Lutherville-Timonium, MD 21093

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.

7
Ala Smochinsky
CRD#: 6641865
9690 Deereco Road, Suite 650, Lutherville-Timonium, MD 21093

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.

8
Richard D. Spivey
CRD#: 1062792
9690 Deereco Road, Suite 650, Lutherville-Timonium, MD 21093

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.

9
Timothy J. Truss
CRD#: 3025932
9690 Deereco Road, Suite 650, Lutherville-Timonium, MD 21093

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.

10
Kenneth A. Ward
CRD#: 3273636
9690 Deereco Road, Suite 650, Lutherville-Timonium, MD 21093

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.

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