professional profile
Karl Jay Warner, CFP
Overview
Karl Jay Warner is an insurance agent, a registered representative and an investment adviser representative based in Woburn, MA, with 34 years in the industry.
- Years in the industry
- 34
- States licensed
- 3
- States registered
- 4
- Carrier appointments
- 2
Contact
2 business emails and 3 phone numbers on file
Registrations and licenses
- Licensed in 3 states
- Registered in 4 states
3 lines of authority, with every state and its dates
Firms
- Lpl Financial LLCCurrent firm
- Flagship Private WealthCurrent firm
Employment history since 1992
Carriers
2 active carrier appointments
Book and practice
Firm assets under management on file
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