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Bradley Hal Yates

T. Rowe Price Advisory Services, Inc.

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About Bradley Hal Yates

Bradley Hal Yates is a financial advisor with T. Rowe Price Advisory Services, Inc. Bradley has been in the financial services industry since August 1, 2007, and has a strong background in providing financial advice to individuals and businesses. Bradley is registered to provide investment advice in 53 states. Bradley specializes in portfolio management and financial planning. Bradley has worked with clients of T. Rowe Price Advisory Services, Inc. and Raymond James & Associates, Inc. Bradley is a Chartered Financial Analyst.

Firm Information

Bradley Yates 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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Bradley Yates’s Registration & Firm History

FL

05/10/2022 - Present

T. Rowe Price Advisory Services, Inc. (Sarasota FL)

FL

12/11/2012 - 05/23/2017

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

FL

04/30/2012 - 12/05/2012

LCG CAPITAL ADVISORS, LLC (TAMPA FL)

FL

03/16/2006 - 05/06/2010

T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)

KS

09/17/2004 - 04/29/2005

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

BC

Issued 04/11/2006

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/01/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/03/2022

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/05/2007

Series 7 - General Securities Representative Examination

BC

Issued 09/16/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bradley Hal Yates.
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