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Paul Joseph McKenna

T. Rowe Price Advisory Services, Inc.

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About Paul Joseph McKenna

Paul McKenna is a registered investment advisor representative with T. Rowe Price Advisory Services, Inc., with over 16 years of experience in the financial services industry. Paul has a broad range of experience, having previously worked at Franklin Distributors, LLC and Putnam Retail Management Limited Partnership. Paul holds a Series 63, Series 65 and Series 7 license, as well as the SIE license, and is registered in 53 states.

Firm Information

Paul McKenna 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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Paul McKenna’s Registration & Firm History

MA

01/20/2023 - Present

T. Rowe Price Advisory Services, Inc. (Boston MA)

NY

12/21/2011 - 06/22/2022

FRANKLIN DISTRIBUTORS, LLC (Mamaroneck NY)

MA

05/22/2006 - 12/14/2011

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)

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Licenses & Designations

IA

Issued 12/18/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/13/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/02/2007

Series 7 - General Securities Representative Examination

BC

Issued 05/19/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Joseph McKenna.
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