Unclaimed
Megan Mullan is a financial advisor with T. Rowe Price Associates, Inc. Megan has been in the industry since 2015 and holds Series 7, Series 66, and SIE licenses. Megan has worked with a variety of clients, including individuals, businesses, investment companies, and pooled investment vehicles. Megan specializes in providing investment advice and portfolio management services. Megan's previous employers include Harbor Investment Advisory, LLC and T. Rowe Price Investment Services, Inc.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MD
01/22/2020 - Present
T. Rowe Price Associates, Inc. (Owings Mills MD)
MD
10/27/2017 - 12/31/2019
HARBOR INVESTMENT ADVISORY, LLC (LUTHERVILLE MD)
MD
11/11/2015 - 10/30/2017
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
VA
12/15/2014 - 07/13/2015
PURSHE KAPLAN STERLING INVESTMENTS (Tysons Corner VA)
BOTH
Issued 04/22/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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