Unclaimed Profile

Barbara Anne Warner

WARNER FINANCIAL, INC·BETHESDA, Maryland

SIE, Series 6, Series 7, Series 24, Series 63, Series 65CFPClean record38 years registeredWARNER FINANCIAL, INC

4550 MONTGOMERY AVE, BETHESDA, MD 20814CRD# 1129399Firm CRD# 135303

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Barbara Anne Warner · BETHESDA, MD

Registration

CRD #1129399 · WARNER FINANCIAL, INC · 38 years registered

Brand Profile

Not yet started

Career History

WARNER FINANCIAL, INC

May 2005 – present

WINDSOR FINANCIAL, LLC

Jan 2003 – Aug 2005

MCLEAN, VA

WINDSOR FINANCIAL GROUP, INC.

Sep 1987 – Mar 2003

BETHESDA, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · September 10, 1987

Years registered · 38

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WARNER FINANCIAL, INC

CRD 135303 · SEC 801-64223

AUM

$628M

Regulatory assets under management

Employees

699 client accounts

Services offered by WARNER FINANCIAL, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WARNER FINANCIAL, INC →

Introduction

Speak with Barbara

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Barbara is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BETHESDA?

Browse all registered financial advisors in BETHESDA, Maryland or claim this profile if it's yours.

Browse BETHESDA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Barbara Anne Warner offer?

Barbara Anne Warner specializes in Financial Planning, Investment Management. Contact their office in BETHESDA, Maryland for a consultation.

What are Barbara Anne Warner's credentials?

Barbara Anne Warner holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Barbara Anne Warner located?

Barbara Anne Warner is based in BETHESDA, Maryland, working with WARNER FINANCIAL, INC. Their office serves clients in the BETHESDA metropolitan area and surrounding communities.

How does Barbara Anne Warner charge for services?

Barbara Anne Warner's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WARNER FINANCIAL, INC?

WARNER FINANCIAL, INC has approximately 4 employees and manages $628M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →