Warner Financial, Inc.

Warner Financial, Inc. (CRD# 135303) is a financial advisory firm headquartered in Bethesda, MD. They manage $627,513,588 in 699 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    628
    MILLION
  • Total Number of Accounts
    699
    ACCOUNTS
  • Average Account Value
    $897,730
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DC, FL, MD, NC, NJ, PA, TX, VA

Financial Advisors at Warner Financial, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Barbara A. Warner
CRD#: 1129399
Bethesda, MD

Barbara Warner (CRD# 1129399) is an Investment Advisor Representative working at Warner Financial, Inc. in Bethesda, MD and has over 40 years of experience in the finance industry.

2
Christopher M. Warner
CRD#: 5433126
4550 Montgomery Ave, Suite 352n, Bethesda, MD 20814

Christopher Warner (CRD# 5433126) is an Investment Advisor Representative working at Warner Financial, Inc. in Bethesda, MD and has 1 year of experience in the finance industry.

3
David S. Warner
CRD#: 4433138
4550 Montgomery Ave, Suite 352 North, Bethesda, MD 20814

David Warner (CRD# 4433138) is an Investment Advisor Representative working at Warner Financial, Inc. in Bethesda, MD and has 1 year of experience in the finance industry.

4
Kevin S. Jarcho
CRD#: 7443748
4550 Montgomery Ave, Suite 352 North, Bethesda, MD 20814

Kevin Jarcho (CRD# 7443748) is an Investment Advisor Representative working at Warner Financial, Inc. in Bethesda, MD and has over 2 years of experience in the finance industry.

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