Advisor at T. Rowe Price Advisory Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
T. Rowe Price Advisory Services, Inc.
Location
Colorado Springs, CO 80920
Credentials
Series 63, Series 66
Industry experience
3 years
Based on T. Rowe Price Advisory Services, Inc.
2220 Briargate Parkway
Colorado Springs, CO 80920
Colorado
T Rowe Price
2022 - Present (4 years)
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2021 - 2021 (1 year)
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2021 - 2021 (1 year)
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2020 - 2021 (1 year)
Aqua Finance
2018 - 2020 (2 years)
Stoney Creek
2017 - 2021 (4 years)
Wausau Supply Company
2017 - 2017 (1 year)
Backes Food Mart
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Colorado Springs, CO
Replica Wealth Advisors Inc
CFP®, Series 63, Series 65
Colorado Springs, CO
First Light Financial
ChFC®, Series 65
Colorado Springs, CO
Cornerstone Financial Planning
Series 65
Colorado Springs, CO
Sparks Capital Management
Series 65
Colorado Springs, CO
Prosper Financial
Series 65
Monument, CO
Thrive Financial Management
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