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Lucas W Rogers

T. Rowe Price Advisory Services, Inc.

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About Lucas W Rogers

Lucas Rogers is a registered representative with T. Rowe Price Advisory Services, Inc. Lucas has been in the securities industry since September 7, 2017. Lucas holds licenses in 53 states and the District of Columbia. Lucas has also passed the Series 7, Series 6, Series 63, and Series 66 examinations. Lucas has a strong background in financial services and has worked with a variety of clients, including individuals and corporations. Lucas specializes in providing financial planning and portfolio management services. Lucas has a long history of working in the financial services industry, most recently working at T Rowe Price, starting in June 2022. Lucas has also worked at other companies such as Vanguard Marketing Corporation, Infosys, and Ascensus.

Firm Information

Lucas Rogers 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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Lucas Rogers’s Registration & Firm History

PA

08/03/2023 - Present

T. Rowe Price Advisory Services, Inc. (Coatesville PA)

PA

01/22/2016 - 11/10/2020

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BOTH

Issued 07/05/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/12/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/04/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/22/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lucas W Rogers.
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