The L. Warner Companies, Inc.

The L. Warner Companies, Inc. (CRD# 108001) is a financial advisory firm headquartered in Lutherville-Timonium, MD. They manage $605,992,825 in 308 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    606
    MILLION
  • Total Number of Accounts
    308
    ACCOUNTS
  • Average Account Value
    $1,967,509
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
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 32 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 6 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 30 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 26 years of experience in the finance industry.

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 36 years of experience in the finance industry.

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 24 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 6 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 16 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 19 years of experience in the finance industry.

10
Lee W. Warner
CRD#: 1008889
9690 Deereco Road, Suite 650, Lutherville-Timonium, MD 21093

Lee Warner (CRD# 1008889) is an Investment Advisor Representative working at The L. Warner Companies, Inc. in Lutherville-Timonium, MD and has over 37 years of experience in the finance industry.

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