The L. Warner Companies, Inc.

The L. Warner Companies, Inc. (CRD# 108001) is a financial advisory firm headquartered in Lutherville-Timonium, MD. They manage $342,768,671 in 230 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    343
    MILLION
  • Total Number of Accounts
    230
    ACCOUNTS
  • Average Account Value
    $1,490,299
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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, MA, MD, NJ, NY, PA, TX, VA

Financial Advisors at The L. Warner Companies, Inc.
Showing 1 - 10 of 10 top financial advisors.
1
Edwin S. Killinger
CRD#: 2426783
9690 Deereco Road, Suite 650, Lutherville-Timonium, MD 21093
96
Wealthminder
score

Edwin Killinger (CRD# 2426783) 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. 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.

2
John K. Russell
CRD#: 1667971
9690 Deereco Road, Suite 650, Lutherville-Timonium, MD 21093
96
Wealthminder
score

John Russell (CRD# 1667971) 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. 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.

3
Lee W. Warner
CRD#: 1008889
9690 Deereco Road, Suite 650, Lutherville-Timonium, MD 21093
96
Wealthminder
score

Lee Warner (CRD# 1008889) 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. Lee 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.

4
Benjamin S. Carson
CRD#: 5618762
9690 Deereco Road, Suite 650, Lutherville-Timonium, MD 21093
93
Wealthminder
score

Benjamin Carson (CRD# 5618762) is an Investment Advisor Representative working at The L. Warner Companies, Inc. in Lutherville-Timonium, MD and has over 7 years of experience in the finance industry.

5
Thomas J. Gramigna
CRD#: 2322693
9690 Deereco Road, Suite 650, Lutherville-Timonium, MD 21093
93
Wealthminder
score

Thomas Gramigna (CRD# 2322693) 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.

6
Thomas P. Keating
CRD#: 5638566
9690 Deereco Road, Suite 650, Lutherville-Timonium, MD 21093
93
Wealthminder
score

Thomas Keating (CRD# 5638566) 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.

7
Ilene Salcman
CRD#: 3196798
9690 Deereco Road, Suite 650, Lutherville-Timonium, MD 21093
93
Wealthminder
score

Ilene Salcman (CRD# 3196798) 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.

8
Timothy J. Truss
CRD#: 3025932
9690 Deereco Road, Suite 650, Lutherville-Timonium, MD 21093
93
Wealthminder
score

Timothy Truss (CRD# 3025932) is an Investment Advisor Representative working at The L. Warner Companies, Inc. in Lutherville-Timonium, MD and has over 11 years of experience in the finance industry.

9
Kenneth A. Ward
CRD#: 3273636
9690 Deereco Road, Suite 650, Lutherville-Timonium, MD 21093
93
Wealthminder
score

Kenneth Ward (CRD# 3273636) 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
Genevieve M. Crisera
CRD#: 5490738
9690 Deereco Road, Suite 650, Lutherville-Timonium, MD 21093
90
Wealthminder
score

Genevieve Crisera (CRD# 5490738) is an Investment Advisor Representative working at The L. Warner Companies, Inc. in Lutherville-Timonium, MD and has 1 year of experience in the finance industry. Genevieve Crisera 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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