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Barbara J Burdett

T. Rowe Price Investment Services, Inc.

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About Barbara J Burdett

Barbara Burdett has been a financial professional since March 1992. Barbara currently works at T. Rowe Price Investment Services, Inc. and is licensed in Maryland and California. Barbara is qualified to provide investment advice and financial planning services.

Firm Information

Barbara Burdett is currently registered with T. Rowe Price Investment Services, Inc.. T. Rowe Price Investment Services, Inc. is a corporation formed on June 10, 1980. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. It has one regulatory event and three arbitration disclosures on file.

Not reported

Assets Under Management

Not reported

Total Clients

612

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.

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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Barbara Burdett’s Registration & Firm History

MD

03/23/1992 - Present

T. Rowe Price Investment Services, Inc. (Owings Mills MD)

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Licenses & Designations

BC

Issued 06/05/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/17/2020

Series 27 - Financial and Operations Principal Examination

BC

Issued 05/31/1996

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Barbara J Burdett.
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