EK
Edwin S. Killinger
THE L. WARNER COMPANIES,
Timonium, MD 21093
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CRD#: 2426783
EK
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 Series 24 exams.
Question & Answer
What are your service offerings?
Investment Planning
Tax Planning
Education Planning
Retirement Planning
Estate Planning
Comprehensive Financial Planni...
Insurance Planning
Are you a "fiduciary"?
Yes
Aliases
Ed Killinger
Other business activities
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.
1) THE L. WARNER COMPANIES. INC.; 9690 DEERECO ROAD SUITE 650, TIMONIUM, MD 21093; 01/2007; EXECUTIVE VP & CIO; MEMBER FIRM ACTIVITIES RELATED TO INSURANCE AND INVESTMENTS; INVESTMENT RELATED; 200 HOURS/MONTH; 200 HOURS/MONTH DURING BUSINESS HOURS; WAGES/SALARY/TIPS. 2) TAXSERVE, LLC- OWNER, TAX PRACTICE, NOT AN INVESTMENT BUSINESS. 4600 POPLAR CREEK COURT, ELLICOTT CITY, MD 21043. THIS IS NO MORE THAN 10% OF MY TIME. ANY INVESTING OPPORTUNITIES ARE REFERRED TO THE L. WARNER COMPANIES, MY CURRENT EMPLOYER. 3) BARNETT-SEARING NATIONAL CANCER FOUNDATION, INC.; WWW.BARNETTSEARINGNCF.ORG; 2002; CHAIRMAN - INVESTMENT COMMITTEE; DEVELOP INVESTMENT POLICY AND OVERSEE SELECTION OF INVESTMENT ADVISORS FOR CHARITY'S ENDOWMENT; NOT INVESTMENT RELATED; 1 HOUR PER MONTH; NO FORM OF COMPENSATION. 4) TRINITY SCHOOL; WWW.TRINITYSCHOOLMD.ORG; 6/1/2016; MEMBER-BOARD OF TRUSTEES; SERVE ON BOARD OF DIRECTORS FOR A PRIVATE SCHOOL; NOT INVESTMENT RELATED; 3-5 HOURS PER MONTH; NO FORM OF COMPENSATION. 5) CARSON SCHOLAR'S FUND, INC.; WWW.CARSONSCHOLARS.ORG; 2002; MEMBER FINANCE COMMITTEE; DEVELOP INVESTMENT POLICY AND OVERSEE SELECTION OF INVEST ADVISORS FOR CHARITY'S ENDOWMENT; NOT INVESTMENT RELATED; 3-5 HOURS A MONTH; 2-3 HOURS DURING BUSINESS HOURS; NO FORM OF COMPENSATION. 6) THE O'BOYLE CRT; 10 HACIENDA CABALLERO SANTA FE, NM 87506; CHARITABLE TRUST; INVESTMENT RELATED; INDEPENDENT TRUSTEE; SERVE AS INDEPENDENT TRUSTEE/CO-TRUSTEE; 03/10/2023; 1 HOUR PER MONTH; 1 HOUR PER MONTH DURING TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Edwin Scott Killinger's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2011
Experience
Current
March 26, 2004 - Present
THE L. WARNER COMPANIES, INC
Office #1: 9690 Deereco Road Suite 650, Timonium, MD 21093Office #2: 9690 Deereco Road Suite 650, Timonium, MD 21093RIA
CRD#: 108001
Timonium, MD
Current
December 20, 2006 - Present
M HOLDINGS SECURITIES, INC.
Office #1: 21 E. Euclid Ave.ste. 102, Haddonfield, NJ 08033Office #2: 9690 Deereco Road Suite 650, Timonium, MD 21093RIA
BD
CRD#: 43285
Haddonfield, NJ
Past
June 3, 1997 - December 31, 2006
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
TIMONIUM, MD
Past
January 26, 1995 - June 4, 1997
WS GRIFFITH SECURITIES, INC.
BD
CRD#: 10410
HARTFORD, CT
Past
January 5, 1994 - May 2, 1994
T. ROWE PRICE INVESTMENT SERVICES, INC.
BD
CRD#: 8348
BALTIMORE, MD
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TL
THE L. WARNER COMPANIES, INC
THE L. WARNER COMPANIES, INC
CRD#: 108001 / SEC#: 801-56965
RIA
Registered Investment Advisory firm - (9/25/1999 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(9/8/2014)
RR
Arizona(12/20/2006)
RR
California(12/20/2006)
RR
Colorado(12/20/2006)
RR
Connecticut(9/8/2014)
RR
Delaware(12/20/2006)
RR
District of Columbia(12/20/2006)
RR
Florida(12/20/2006)
RR
Georgia(12/20/2006)
RR
Illinois(1/23/2007)
RR
Iowa(2/6/2017)
RR
Kentucky(2/2/2007)
RR
Louisiana(1/18/2012)
IAR
Louisiana(1/2/2025)
RR
Maine(6/30/2011)
IAR
Maryland(3/26/2004)
RR
Maryland(12/20/2006)
RR
Massachusetts(12/20/2006)
RR
Minnesota(2/6/2017)
RR
New Jersey(12/20/2006)
RR
New Mexico(12/20/2006)
RR
New York(12/20/2006)
RR
North Carolina(12/20/2006)
RR
Ohio(12/20/2006)
RR
Oklahoma(12/20/2006)
RR
Pennsylvania(12/20/2006)
RR
Rhode Island(2/6/2017)
RR
South Carolina(3/20/2009)
RR
Tennessee(11/11/2021)
RR
Texas(12/20/2006)
IAR
Texas(12/15/2015)
RR
Virginia(12/20/2006)
RR
Washington(5/31/2017)
RR
West Virginia(5/31/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TL
THE L. WARNER COMPANIES, INC
THE L. WARNER COMPANIES, INC
CRD#: 108001 / SEC#: 801-56965
RIA
Registered Investment Advisory firm - (9/25/1999 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9690 Deereco Road Suite 650, Timonium, MD 21093
Mailing Address
Phone number
(410) 252-0808
Established
Firm type
Fiscal year end
# of Employees
42
SEC notice filing (16 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 385 |
| AUM (Assets Under Management) | $ 744,609,071 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 06/18/2025 | ||
| 07/10/2024 | ||
| 10/16/2023 |
Red Flags
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.
