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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
T. Rowe Price 2 years, 2 months Jun 2017 - Present
Rhodes College 3 years, 9 months Aug 2013 - May 2017
Cherokee Town and Country Club 4 years, 9 months Jan 2011 - Oct 2015
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Harrison Walker Leeson?
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Designations & Memberships

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Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    May 30, 2018
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    May 30, 2018
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

T. Rowe Price Advisory Services, Inc.

Last updated on May 15, 2019
    • $381.5M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $166.7K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Fixed Fees
  • Other
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