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Joseph Raymond Culhane

T. Rowe Price Investment Services, Inc.

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About Joseph Raymond Culhane

Joseph Culhane has been in the financial services industry since January 17, 1991. Joseph is currently registered with T. Rowe Price Investment Services, Inc. and previously worked with Fidelity Brokerage Services LLC, Fidelity Investments Institutional Services Company, Inc., Charles Schwab & Co., Inc., and Wells Fargo Securities Inc. Joseph is licensed to conduct business in all states in the U.S. He has passed the Series 63, Series 65, Series 7, Series 8, and SIE exams and is a registered principal. Joseph is a dedicated and experienced financial advisor with a proven track record of success.

Firm Information

Joseph Culhane is currently registered with T. Rowe Price Investment Services, Inc.. T. Rowe Price Investment Services, Inc. is a corporation formed on June 10, 1980. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. It has one regulatory event and three arbitration disclosures on file.

Not reported

Assets Under Management

Not reported

Total Clients

612

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.

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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Joseph Culhane’s Registration & Firm History

CA

07/20/2021 - Present

T. Rowe Price Investment Services, Inc. (SAN FRANCISCO CA)

CA

01/01/2008 - 08/02/2019

FIDELITY BROKERAGE SERVICES LLC (SAN FRANCISCO CA)

CA

01/10/2005 - 01/01/2008

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SAN FRANCISCO CA)

TX

09/10/1993 - 12/13/2004

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

TX

04/17/1989 - 01/22/1993

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NA

05/11/1988 - 04/08/1989

WELLS FARGO SECURITIES INC.

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Licenses & Designations

IA

Issued 12/21/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/29/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/25/1996

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/21/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Raymond Culhane.
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