Derek
Elphick
The L. Warner Companies, Inc
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About this Advisor
Derek Elphick is a financial advisor based in Lutherville Timonium, Maryland, working with The L. Warner Companies, Inc. Derek has previously held positions at United Brokerage Services, Inc, United Bank, and The L. Warner Companies, Inc. Derek has passed the Series 63 regulatory exam and is registered to provide services in Maryland. Currently, Derek is part of The L. Warner Companies, Inc, which operates out of Lutherville Timonium, Maryland. The firm has 3 offices and 43 employees. The firm manages assets totaling $657.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at The L. Warner Companies, Inc includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The L. Warner Companies, Inc Brokerage Details
$657,425,933
43
300
$2,191,420
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Derek Elphick Work History
The L. Warner Companies, Inc
United Brokerage Services, Inc
United Bank
Disclosures
Please visit the SEC profile of Derek Elphick 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 The L. Warner Companies, Inc
Lutherville Timonium, MD
Lutherville Timonium, MD
Lutherville Timonium, MD
Lutherville Timonium, MD
Lutherville Timonium, MD
Beverly Hills, CA
Lutherville Timonium, MD
Lutherville Timonium, MD
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