linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

THE L. Warner Companies, Inc.

Headquartered in TIMONIUM, MD

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

THE L. Warner Companies, Inc. is an investment advisor based in TIMONIUM, MD. They manage approximately $657,425,933 in client assets and specialize in providing financial planning, portfolio management for businesses and individuals, and business consulting and plan administration services. They serve a wide range of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.

THE L. Warner Companies, Inc.

9690 DEERECO ROAD

TIMONIUM, MD 21093

$657.43M

Assets Under Management

1

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

business consulting and plan administration services

Business consulting and plan administration services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

THE L. WARNER COMPANIES, INC. has a total of 3 branch locations across the country.
location

Beverly Hills, CA

location

TIMONIUM, MD

location

Duxbury, MA

Advisors at THE L. Warner Companies, Inc.

View All 10 Advisors
Unclaimed
Derek John Elphick

CFA®, RA

TIMONIUM, MD

View Profile
Unclaimed
Edward A Dixon

RA

Duxbury, MA

View Profile
Unclaimed
James John Edwards

CFP®, RA

TIMONIUM, MD

View Profile
Unclaimed
Lee William Warner

CFP®, CFC®, RA

TIMONIUM, MD

View Profile
Unclaimed
Richard Dean Spivey

CFC®, RA

TIMONIUM, MD

View Profile
Unclaimed
Thomas Joseph Gramigna

RA

TIMONIUM, MD

View Profile
Unclaimed
John Kirby Russell

CFP®, RA

TIMONIUM, MD

View Profile
Unclaimed
Timothy Joseph Truss

RA

TIMONIUM, MD

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if THE L. Warner Companies, Inc. is right for you?

Disclosures

There are no public disclosures for THE L. Warner Companies, Inc..

Frequently Asked Questions (5)

Not sure if THE L. Warner Companies, Inc. is right for you?