Edwin Scott Killinger
CFP®Professional Summary
Edwin Scott Killinger, CFP®, who also goes by Ed Killinger, is a registered financial advisor currently at THE L. WARNER COMPANIES, INC located in Timonium, Maryland and M HOLDINGS SECURITIES, INC. located in Haddonfield, New Jersey. Edwin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Edwin has worked at 5 firms and has passed the Series 66, SIE, Series 7, Series 6 and...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Investment Planning
- Tax Planning
- Education Planning
- Retirement Planning
- Estate Planning
- Comprehensive Financial Planning
- Insurance Planning
Other Aliases
Ed Killinger
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
32 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
THE L. WARNER COMPANIES, INC
Contact Information
Main Address
9690 Deereco Road Suite 650, Timonium, MD 21093Phone Number
(410) 252-0808# of Employees
38SEC notice filing (16 States and Territories)
Registered to provide investment advisory services in 16 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
381AUM (Assets Under Management)
$802,359,348Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/04/2026 | Cover Page | Report |
| 06/18/2025 | Cover Page | Report |
| 07/10/2024 | Cover Page | Report |
| 10/16/2023 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
THE L. WARNER COMPANIES, INC
State Registrations and Notice Filings
(9/8/2014)
(12/20/2006)
(12/20/2006)
(12/20/2006)
(9/8/2014)
(12/20/2006)
(12/20/2006)
(12/20/2006)
(12/20/2006)
(1/7/2026)
(1/23/2007)
(1/7/2026)
(2/6/2017)
(2/2/2007)
(1/18/2012)
(1/2/2025)
(6/30/2011)
(3/26/2004)
(12/20/2006)
(12/20/2006)
(2/6/2017)
(1/13/2026)
(9/11/2026)
(12/20/2006)
(12/20/2006)
(12/20/2006)
(12/20/2006)
(9/11/2026)
(12/20/2006)
(12/20/2006)
(12/20/2006)
(2/6/2017)
(3/20/2009)
(11/11/2021)
(12/20/2006)
(12/15/2015)
(12/20/2006)
(5/31/2017)
(5/31/2017)
(1/7/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jan 1994About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Edwin Scott Killinger's CRS (Customer Relationship Summary).
Services Offered by Edwin
- Investment Planning
- Tax Planning
- Education Planning
- Retirement Planning
- Estate Planning
- Comprehensive Financial Planning
- Insurance Planning
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