Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Lancaster is a financial advisor at T. Rowe Price Advisory Services, Inc. Angela has been working in the financial industry since 2013. Angela is registered to provide investment advice in 54 states and is also a registered representative. Angela has passed the Series 63, Series 66, Series 7 and SIE exams. Angela has previously worked at USAA Financial Advisors, Inc. and USAA Financial Planning Services Inc.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
See schedule d
1
2
CO
01/02/2020 - Present
T. Rowe Price Advisory Services, Inc. (COLORADO SPRINGS CO)
CO
01/01/2013 - 03/01/2019
USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)
BOTH
Issued 06/27/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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