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Barbara Anne Warner

Warner Financial, Inc.

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About Barbara Anne Warner

Barbara Anne Warner is an investment advisor representative at Warner Financial, Inc. Barbara has been with Warner Financial, Inc. since 2005. Barbara has experience with Cambridge Investment Research, Inc., Mutual Service Corporation, Lowry Financial Services Corporation, CFS Securities Corp., and IDS Marketing Corporation. Barbara is a CERTIFIED FINANCIAL PLANNER™. Barbara is registered with the state of Maryland and Texas.

Firm Information

Barbara Warner is currently registered with Warner Financial, Inc.. Warner Financial, Inc. is an investment advisor based in Bethesda, Maryland. The firm primarily provides financial planning and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. The firm manages approximately $627,513,588 in regulatory assets under management.
Warner Financial, Inc.

4550 MONTGOMERY AVE

BETHESDA, MD 20814

$627.51M

Assets Under Management

Not reported

Total Clients

4

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.

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financial planning services

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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fixed fees

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

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percentage of assets

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

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Barbara Warner’s Registration & Firm History

MD

01/10/2014 - Present

Warner Financial, Inc. (BETHESDA MD)

MD

08/21/2009 - 10/11/2017

CAMBRIDGE INVESTMENT RESEARCH, INC. (BETHESDA MD)

MD

03/31/1989 - 08/24/2009

MUTUAL SERVICE CORPORATION (BETHESDA MD)

NA

03/31/1986 - 03/31/1989

LOWRY FINANCIAL SERVICES CORPORATION

NA

09/14/1983 - 04/07/1986

CFS SECURITIES CORP.

NA

05/05/1983 - 09/09/1983

IDS MARKETING CORPORATION

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Licenses & Designations

IA

Issued 06/20/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/31/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/07/1987

Series 24 - General Securities Principal Examination

BC

Issued 10/11/2017

SIE - Securities Industry Essentials Examination

BC

Issued 10/15/1983

Series 7 - General Securities Representative Examination

BC

Issued 05/04/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Barbara Anne Warner.
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