David Stephen Warner

Employer firm

Warner Financial, Inc CRD 135303

$852M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2009 → 09/2017
  Cambridge Investment Research, Inc
  Fairfield, IA
• 04/2005 → Present
  Warner Financial, Inc
  Bethesda, MD

Previous Registrations

• 2003-01-29 → 2005-08-17
  Windsor Financial, Llc
  Mclean, VA
• 2001-01-01 → 2003-03-10
  Windsor Financial Group, Inc.
  Bethesda, MD

Designations

• Chartered Financial Analyst