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Marla A Warner

Davinci Financial Designs

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About Marla A Warner

Marla Warner is an investment advisor representative at Davinci Financial Designs, with over 12 years of experience in the industry. Marla has a broad range of experience and holds licenses in both Virginia and South Carolina. Marla is also a registered investment advisor and is committed to providing her clients with comprehensive financial planning and investment advice.

Firm Information

Marla Warner is currently registered with Davinci Financial Designs. Davinci Financial Designs is a Registered Investment Advisor based in Columbia, SC with approximately $246.9 million in regulatory assets under management. The firm advises individuals, high-net-worth individuals, charitable organizations, and corporations. Services include financial planning, portfolio management, and publication of periodicals.
Davinci Financial Designs

5301 N. TRENHOLM ROAD

COLUMBIA, SC 29206

$246.90M

Assets Under Management

1

Total Clients

8

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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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Marla Warner’s Registration & Firm History

VA

06/28/2017 - Present

Davinci Financial Designs (NEWPORT NEWS VA)

VA

12/02/2011 - 12/26/2014

FIRST COMMAND FINANCIAL PLANNING, INC. (NEWPORT NEWS VA)

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Licenses & Designations

IA

Issued 05/18/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/08/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/13/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marla A Warner.
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