Karl Jay Warner
Investment adviser representative at Flagship Private Wealth
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$447.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Flagship Private Wealth, LLCMar 2015 to now
- LPL Financial LLCAug 2010 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 2 states (CA, MA).
Flagship Private Wealth
Legal name: Flagship Private Wealth, LLC
$447.2MAssets managed
601Clients
4Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2199825
- Firm CRD
- 175277