The L. Warner Companies, Inc.

The L. Warner Companies, Inc. (CRD# 108001) is a financial advisory firm headquartered in Lutherville-Timonium, MD. They manage $657,425,933 in 300 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
9690 Deereco Road, Suite 650, Lutherville-Timonium, MD 21093
http://www.lwarner.com
By the Numbers
  • Total Assets Under Management
    657
    MILLION
  • Total Number of Accounts
    300
    ACCOUNTS
  • Average Account Value
    $2,191,420
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 11 - 11 of 11 top financial advisors.
11
James Edwards, financial advisor Lutherville-Timonium MD
James J. Edwards
CRD#: 4056830
9690 Deereco Road, Suite 650, Lutherville-Timonium, MD 21093

James Edwards (CRD# 4056830) 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.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

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