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David Bowen

T. Rowe Price Advisory Services, Inc.

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About David Bowen

David Bowen is a financial advisor at T. Rowe Price Advisory Services, Inc. David has over 14 years of experience in the financial services industry. David holds the Series 7, Series 6, and Series 66 securities licenses as well as the Series 63 state securities license. David is registered to provide investment advice in 53 states. David also works as a lead guitarist in a cover band.

Firm Information

David Bowen 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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David Bowen’s Registration & Firm History

MD

11/12/2021 - Present

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

MD

01/24/2017 - 07/09/2019

ALLSTATE FINANCIAL SERVICES, LLC (GLEN BURNIE MD)

MD

03/01/2016 - 12/12/2016

MSI FINANCIAL SERVICES, INC. (Baltimore MD)

MD

11/28/2011 - 03/01/2016

M&T SECURITIES, INC. (ABINGTON MD)

MD

07/04/2007 - 10/18/2011

T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)

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Licenses & Designations

BOTH

Issued 11/11/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/31/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/14/2008

Series 7 - General Securities Representative Examination

BC

Issued 07/02/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Bowen.
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