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Brandon M Williams

T. Rowe Price Advisory Services, Inc.

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About Brandon M Williams

Brandon Williams is a registered representative of T. Rowe Price Advisory Services, Inc. Brandon has been in the securities industry since 2010 and has a wide range of experience providing financial advice to individuals and businesses. Brandon has a strong understanding of the financial markets and is committed to helping clients achieve their financial goals. Brandon has been registered in a number of states and has a strong reputation in the industry. Brandon is also a Certified Nursing Assistant and provides home care for a child.

Firm Information

Brandon Williams 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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Brandon Williams’s Registration & Firm History

CO

09/07/2022 - Present

T. Rowe Price Advisory Services, Inc. (COLORADO SPRINGS CO)

CO

02/03/2020 - 01/25/2022

T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)

CO

04/27/2015 - 07/02/2019

T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)

CO

09/09/2014 - 03/20/2015

T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)

CO

10/01/2012 - 07/29/2014

J.P. MORGAN SECURITIES LLC (COLORADO SPRINGS CO)

CO

07/15/2010 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (COLORADO SPRINGS CO)

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Licenses & Designations

BOTH

Issued 09/29/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/30/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/09/2014

Series 7 - General Securities Representative Examination

BC

Issued 07/14/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brandon M Williams.
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