linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael Lance Davis

T. Rowe Price Investment Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael Lance Davis

Michael Lance Davis has been a securities professional since 2000. Michael currently works for T. Rowe Price Investment Services, Inc. Michael is registered in 53 states and has passed the Series 7, Series 3, Series 24, Series 30, and Series 63 exams. Previous employers include Calvert Investment Distributors, Inc., Prudential Investment Management Services LLC, and J.P. Morgan Institutional Investments Inc.

Firm Information

Michael Davis 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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael Davis’s Registration & Firm History

MD

08/09/2016 - Present

T. Rowe Price Investment Services, Inc. (BALTIMORE MD)

MD

01/08/2014 - 12/31/2015

CALVERT INVESTMENT DISTRIBUTORS, INC. (BETHESDA MD)

NJ

07/19/2013 - 11/26/2013

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (ISELIN NJ)

TX

06/15/2001 - 05/07/2009

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (DALLAS TX)

NY

05/01/2001 - 06/15/2001

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

01/16/2001 - 05/01/2001

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

06/23/1993 - 07/14/1998

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

Not sure if Michael Lance Davis is right for you?

Licenses & Designations

BC

Issued 04/12/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/25/2023

Series 30 - NFA Branch Manager Examination

BC

Issued 12/24/2016

Series 24 - General Securities Principal Examination

BC

Issued 01/25/2020

Series 3 - National Commodity Futures Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Lance Davis.
Not sure if Michael Lance Davis is right for you?