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Christopher Michael Warner

WARNER FINANCIAL, INC·BETHESDA, Maryland
SIE, Series 7CFPCFAClean record15 years registeredWARNER FINANCIAL, INC
4550 MONTGOMERY AVE, BETHESDA, MD 20814CRD# 5433126Firm CRD# 135303

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Michael Warner · BETHESDA, MD
Registration
CRD #5433126 · WARNER FINANCIAL, INC · 15 years registered
Brand Profile
Not yet started
01

Career History

WARNER FINANCIAL, INC
Mar 2011 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Registration record
First registered · March 10, 2011
Years registered · 15
Professional designations · CFP, CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WARNER FINANCIAL, INC
CRD 135303 · SEC 801-64223
AUM
$628M
Regulatory assets under management
Employees
4
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

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Frequently Asked Questions

What services does Christopher Michael Warner offer?
Christopher Michael Warner specializes in Financial Planning, Investment Management. Contact their office in BETHESDA, Maryland for a consultation.
What are Christopher Michael Warner's credentials?
Christopher Michael Warner holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Christopher Michael Warner located?
Christopher Michael 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 Christopher Michael Warner charge for services?
Christopher Michael 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.
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Other Advisors at WARNER FINANCIAL, INC

Barbara Anne Warner
BETHESDA, MD
CFP
David Stephen Warner
BETHESDA, MD
CFA

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