Barbara
Warner
Warner Financial, Inc
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About this Advisor
Barbara Warner is a certified financial planner who works in Bethesda, Maryland who has 18 years of relevant experience. Warner is an employee of Warner Financial, Inc. Throughout their career, they have worked at Warner Financial Inc and Cambridge Investment Research, Inc. Warner holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Maryland and Texas. Warner Financial, Inc is a financial advisory company based out of Bethesda, MD. It oversees $540 million in total assets between its 685 customer accounts, making it one of the bigger financial advisory firms in the country by assets under management. Of its 685 client accounts, 54% belong to high-net-worth investors who have more than $1 million in assets. The company provides a set of services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules largely vary depending on the financial services provided. However, fee types billed by Warner Financial, Inc may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Warner Financial, Inc Brokerage Details
$539,675,661
4
685
$787,848
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Barbara Warner Work History
Barbara has been registered as a financial advisor for 18 years.*
Warner Financial Inc
Cambridge Investment Research, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Barbara Warner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Warner Financial, Inc
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
