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Lee William Warner

THE L. WARNER COMPANIES, INC·TIMONIUM, Maryland
Clean recordTHE L. WARNER COMPANIES, INC
9690 DEERECO ROAD, TIMONIUM, MD 21093CRD# 1008889Firm CRD# 108001

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lee William Warner · TIMONIUM, MD
Registration
CRD #1008889 · THE L. WARNER COMPANIES, INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lee William Warner is a registered financial advisor based in TIMONIUM, Maryland, affiliated with THE L. WARNER COMPANIES, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
THE L. WARNER COMPANIES, INC
THE L. WARNER COMPANIES, INC
AUM
$657M
Regulatory assets under management
Employees
43
Total firm employees
View all advisors at THE L. WARNER COMPANIES, INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 1008889
Firm CRD# 108001
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lee William Warner offer?
Lee William Warner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TIMONIUM, Maryland for a consultation.
What are Lee William Warner's credentials?
Lee William Warner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lee William Warner located?
Lee William Warner is based in TIMONIUM, Maryland, working with THE L. WARNER COMPANIES, INC. Their office serves clients in the TIMONIUM metropolitan area and surrounding communities.
How does Lee William Warner charge for services?
Lee William Warner's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE L. WARNER COMPANIES, INC?
THE L. WARNER COMPANIES, INC has approximately 43 employees and manages $657M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE L. WARNER COMPANIES, INC

Edwin Scott Killinger
TIMONIUM, MD
Ilene Salcman
TIMONIUM, MD

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Research
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