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Kevin Henry

T. Rowe Price Advisory Services, Inc.

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About Kevin Henry

Kevin Henry is a financial advisor with T. Rowe Price Advisory Services, Inc. Kevin has been in the industry since August 2013. Kevin is registered with the state of Colorado as an Investment Advisor Representative. Kevin is also registered with the state of Colorado as a Registered Representative. Kevin has a Series 66, Series 7 and SIE license. Kevin is a licensed financial professional with T. Rowe Price Advisory Services, Inc. Kevin is able to provide investment advice and portfolio management services to individuals and corporations. Kevin is committed to providing his clients with personalized financial planning and investment management services. Kevin has a wide range of experience in the financial services industry, including experience with Edward Jones. Kevin is a well-respected financial advisor with a strong track record of success.

Firm Information

Kevin Henry 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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Kevin Henry’s Registration & Firm History

CO

11/12/2020 - Present

T. Rowe Price Advisory Services, Inc. (Colorado Springs CO)

AZ

10/03/2011 - 11/28/2017

EDWARD JONES (PRESCOTT AZ)

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Licenses & Designations

BOTH

Issued 11/10/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/28/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Henry.
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