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Amanda Kathleen Work

T. Rowe Price Advisory Services, Inc.

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About Amanda Kathleen Work

Amanda Kathleen Work is a registered representative with T. Rowe Price Advisory Services, Inc. Amanda has been in the industry since 2018 and is registered in 53 states. Amanda is also a registered investment advisor in Colorado. Amanda's specializations include individual and investment company products. Amanda has experience providing financial planning and portfolio management services.

Firm Information

Amanda Work is currently registered with T. Rowe Price Advisory Services, Inc.. T. Rowe Price Advisory Services, Inc. is an investment advisor headquartered in OWINGS MILLS, MD. The firm has 52 investment adviser representatives and manages approximately $2,563,768,510 in regulatory assets under management. They provide financial planning and portfolio management for individuals and corporations.
T. Rowe Price Advisory Services, Inc.

4515 PAINTERS MILLS ROAD

OWINGS MILLS, MD 21117

$2.56B

Assets Under Management

Not reported

Total Clients

415

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

See schedule d

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Amanda Work’s Registration & Firm History

CO

10/24/2023 - Present

T. Rowe Price Advisory Services, Inc. (Colorado Springs CO)

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Licenses & Designations

BOTH

Issued 10/23/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/31/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/10/2023

Series 24 - General Securities Principal Examination

BC

Issued 09/23/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/22/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amanda Kathleen Work.
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