EK
CFA · CFP
EK
CFA · CFP

Edwin Scott Killinger

31 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
327 advisors
Number of Clients
3,621 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$4.1B

Fee Structure

Minimum Investment:$10K
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Location

9690 Deereco Road, Suite 650, Timonium, MD, 21093

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Edwin is the Executive VP & CIO at The L. Warner Companies, focusing on insurance and investment-related activities, taking up nearly all of his time. He also owns a tax practice, serves on multiple boards and committees, and acts as an independent trustee for a charitable trust, dedicating minimal time to each of these roles.

Employment History
Current Registrations
M Holdings Securities, INC.Broker
December 2006 - Present · 19 yrs 2 mos
The L. Warner Companies, INC
March 2004 - Present · 21 yrs 11 mos
Previous Registrations
Mutual Service CorporationBroker
June 1997 - December 2006 · 9 yrs 6 mos
W. S. Griffith & CO., INC.Broker
January 1995 - June 1997 · 2 yrs 5 mos
T. Rowe Price Investment Services, INC.Broker
January 1994 - May 1994 · 4 mos
State Registrations31 states
ALAZCACOCTDCDEFLGAIAILKYLAMAMDMEMNNCNJNMNYOHOKPARISCTNTXVAWAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.