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Benjamin Roosevelt Taylor

T. Rowe Price Advisory Services, Inc.

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About Benjamin Roosevelt Taylor

Benjamin Roosevelt Taylor is a registered representative with T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO. Benjamin has been in the industry for over 10 years. Benjamin has a variety of licenses and registrations, including Series 7, 63, and 66. Benjamin has experience in various industries, including insurance, healthcare, and education. Benjamin is committed to providing his clients with personalized financial advice and helping them achieve their financial goals. Benjamin also provides financial planning services to individuals, families, and businesses. Benjamin is dedicated to building long-term relationships with his clients based on trust and transparency.

Firm Information

Benjamin Taylor 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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Benjamin Taylor’s Registration & Firm History

CO

05/20/2021 - Present

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

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Licenses & Designations

BOTH

Issued 05/18/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/19/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/30/2019

Series 7TO - General Securities Representative Examination

BC

Issued 07/03/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/02/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Benjamin Roosevelt Taylor.
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