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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian P. Malone is an investment advisor representative with T. Rowe Price Advisory Services, Inc. in Owings Mills, Maryland. Brian has been in the financial services industry since 2002. Prior to joining T. Rowe Price, Brian worked for J.P. Morgan Securities LLC, Edward Jones, Ridgeworth Distributors LLC, Campbell Financial Services, Inc., M&T Securities, Inc., Legg Mason Investor Services, LLC, Legg Mason Wood Walker, Incorporated, Deutsche Banc Alex. Brown Inc., and DB Alex. Brown LLC. Brian holds the Series 3, 6, 7, 63, and 66 licenses. Brian specializes in providing investment advisory services to individuals and corporations.
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
MD
07/15/2024 - Present
T. Rowe Price Advisory Services, Inc. (Owings Mills MD)
MD
09/18/2019 - 08/26/2022
J.P. MORGAN SECURITIES LLC (Cockeysville MD)
MD
07/03/2017 - 09/06/2019
EDWARD JONES (Towson MD)
ME
01/15/2015 - 06/01/2017
RIDGEWORTH DISTRIBUTORS LLC (PORTLAND ME)
MD
11/26/2008 - 01/06/2015
CAMPBELL FINANCIAL SERVICES, INC. (BALTIMORE MD)
MD
09/27/2006 - 07/18/2008
M&T SECURITIES, INC. (BALTIMORE MD)
MD
12/01/2005 - 09/06/2006
LEGG MASON INVESTOR SERVICES, LLC (BALTIMORE MD)
MD
03/21/2002 - 12/01/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
01/13/2001 - 06/25/2001
DEUTSCHE BANC ALEX. BROWN INC. (NEW YORK NY)
MD
07/11/2000 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
MD
12/11/1998 - 06/08/2000
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BOTH
Issued 04/06/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2009
Series 3 - National Commodity Futures Examination
BC
Issued 11/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/07/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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