IS
IS

Ilene Salcman

26 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

Ilene is the Executive Vice President at The L. Warner Companies, Inc. since 2007, focusing on activities related to investments and insurance, taking more than full-time.

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
March 1999 - December 2006 · 7 yrs 9 mos
State Registrations3 states
DCMDNJ
AdvisorBrokerBoth
Exams
No exam information available for this advisor.