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James A McCormick

T. Rowe Price Advisory Services, Inc.

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About James A McCormick

James A. McCormick is an investment advisor representative currently registered with T. Rowe Price Advisory Services, Inc. James is licensed in 53 states and the District of Columbia. James has been in the industry since February 2023.

Firm Information

James McCormick 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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James McCormick’s Registration & Firm History

MD

04/11/2023 - Present

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

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Licenses & Designations

BOTH

Issued 03/23/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/28/2023

Series 7TO - General Securities Representative Examination

BC

Issued 02/27/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James A McCormick.
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