This company is currently active . She is a Registered Representative with a Financial Industry Regulatory Authority (FINRA) member firm, and holds health and life insurance licenses.The L. Warner Companies, Inc. and its representatives are licensed to operate in particular states of jurisdictions and may operate only where licensed and, with regard to any particular product, where that product has been approved. She also focuses on cultivating and maintaining collaborative relationships with Strategic Partners of TWC. She works directly with our partners to drive business activities, creating alignment and execution on shared goals.He has served as President and member of the Board of Directors for both the Baltimore Association for Financial Planning and the Baltimore Estate Planning Council.
He is also a retired Enrolled Actuary.Mr. The L. Warner Companies, Inc. 9690 Deereco Road, Suite 650, Timonium, Maryland 21093-6991, Phone 410-252-0808 The L. Warner Companies, Inc. and its representatives are licensed to operate in particular states of jurisdictions and may operate only where licensed and, with regard to any particular product, where that product has been approved. The L. Warner Companies, Inc. 9690 Deereco Road, Suite 650, Timonium, Maryland 21093-6991, Phone 410-252-0808 The L. Warner Companies, Inc. and its representatives are licensed to operate in particular states of jurisdictions and may operate only where licensed and, with regard to any particular product, where that product has been approved. Her accomplishments as an Account Manager are extensive - she has received numerous awards for sales production and leadership.Prior to joining TWC, Ms. Seda worked as an Executive Assistant to the Vice President of a large national grocery chain, assisting with personal document management, travel, calendar organization and preparation of high level meetings.He has a Bachelor of Science degree in Actuarial Science from University of Illinois at Urbana Champaign.
Lutherville Timonium, Maryland.
With registration number D03551793, it is now Merged. The company has offices in two locations and a total of 62 people on staff. Warner serves as Chairman of The Carson Scholars Fund and formerly served as Chairman of AmericasBANK.After receiving a Bachelor of Arts degree from Boston University, Boston, Massachusetts, Ms. Salcman received her MBA/MPH from Columbia University, New York, New York. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, District of Columbia, Florida, and 6 other states. It handles $421 million in total assets between its 296 client accounts, making it one of the larger firms in the country by assets under management. The L. Warner Companies, Inc. is independently owned and operated. Fees charged by The L. Warner Companies, Inc most likely include asset-based, fixed and commission-based fees.Lee has 28 years of experience.Lee is registered in the following states:
While The L. Warner Companies advises clients across a variety of portfolio sizes, the average client balance is currently $1,816,550. Warner has been frequently quoted in national print and has spoken locally on radio and television. She has spent the last seven (7) years solely focused on Strategic Partnerships and high level operational project management. Current status of the company is ACTIVE. The L Warner Companies Inc is located in Lutherville Timonium, MD, United States and is part of the Insurance Agencies & Brokerages Industry. In addition to leading the Executive Benefits Division for The Warner Companies, Mr. Ward also oversees advanced case design for our private client insurance division.She is currently Chairman of The Board Development Committee of the Fund for Educational Excellence, having served as Chair of that Board in the past; as well as a Board Member of the United Cerebral Palsy Board, member of their Finance and Audit Committee, and their Investment Committee; and a member of the board of Friends of Modern Art at the Baltimore Museum of Art.Mr. In addition to handling responsibilities as Executive Administrative support for the CEO, Ms. Seda manages the front desk team and projects assigned by The Office of the Chairman.As Senior Vice President with over 30 years of consulting experience, Mr. Ward leads our Executive Benefits Division. Warner holds a Bachelor of Science degree in Business Administration and Economics from Western Maryland College, and has earned professional designations as an Accredited Estate Planner, Chartered Life Underwriter®, Chartered Financial Consultant®, and Certified Financial Planner®. Education. Prior to joining The Warner Companies, Ms. Marcus was State Manager for The Abacus Group and held several sales and management positions with Northwestern Mutual Financial Network and American Fidelity Assurance Company. The L. Warner Companies offers financial advisor services in 9 states: California, District of Columbia, Florida, Louisiana, Maryland, New Jersey, New York, Pennsylvania, Texas, Virginia.
This includes management of the investment research team and development of strategies and products that are recommended to the firm’s clients. It manages $421.18 million of regulatory assets for 296 client accounts.
Financial management fee schedules largely are based on which services the firm provides the client.