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).
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Total Assets Under Management628MILLION
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Total Number of Accounts699ACCOUNTS
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Average Account Value$897,730
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, DC, FL, MD, NC, NJ, PA, TX, VA
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.
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.
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.
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.