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Keith Andre Holmes

T. Rowe Price Advisory Services, Inc.

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About Keith Andre Holmes

Keith Andre Holmes is an investment advisor representative at T. Rowe Price Advisory Services, Inc.. Keith has been in the industry since June 1992 and has a proven track record of success. Keith is registered in 53 states as a broker-dealer, and has passed all required examinations, including the Series 63, Series 65, Series 7, Series 53, and SIE exams. Keith is a highly qualified financial professional who can help you achieve your financial goals.

Firm Information

Keith Holmes 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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Keith Holmes’s Registration & Firm History

MD

07/19/2017 - Present

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

MD

07/21/2016 - 05/25/2017

LPL FINANCIAL LLC (OWINGS MILLS MD)

MD

09/07/2009 - 01/16/2014

MORGAN STANLEY (ROCKVILLE MD)

MD

08/02/2005 - 07/03/2008

FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)

NJ

03/19/2003 - 08/03/2005

RYAN BECK & CO. (FLORHAM PARK NJ)

MD

08/25/1988 - 03/20/2003

THE CHAPMAN CO. (COLUMBIA MD)

MD

10/22/1998 - 02/19/2003

CHAPMAN ON-LINE, INC (BALTIMORE MD)

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Licenses & Designations

BC

Issued 08/23/2016

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/21/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/30/1989

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Keith Andre Holmes.
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