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).
Total Assets Under Management682MILLION
Total Number of Accounts322ACCOUNTS
Average Account Value$2,117,901
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
CA, DC, FL, LA, MD, NJ, NY, PA, TX, VA
Lee Warner (CRD# 1008889) 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. 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.