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Edwin Scott Killinger

Investment adviser representative at The L. Warner Companies, Inc
32 yearsExperience
3 statesRegistered in
CFP® certification, CFADesignations
$802.4MFirm 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 feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

32 years in the industry.

  1. M Holdings Securities, Inc.Oct 2006 to now
  2. The L. Warner Companies, IncApr 1994 to now

Designations

  • CFP® certification
  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law1997

State registrations

Registered as an investment adviser representative in 3 states (LA, MD, TX).

The L. Warner Companies, Inc

$802.4MAssets managed
465Clients
9Advisers
27 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
2426783
Firm CRD
108001
Advisor's SEC record (opens in a new tab)
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