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Rhonda Coren Davis

T. Rowe Price Investment Services, Inc.

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About Rhonda Coren Davis

Rhonda Davis is an active BrokerCheck registered professional with over 23 years of experience in the financial services industry. Rhonda currently holds the Series 6, Series 63, and SIE licenses and is registered with T. Rowe Price Investment Services, Inc. in Maryland. Rhonda has previously been employed by GWFS Equities, Inc., Triad Advisors, Inc., OneAmerica Securities, Inc., and American United Life Insurance Company. Rhonda is registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

Firm Information

Rhonda 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.

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Rhonda Davis’s Registration & Firm History

MD

06/06/2019 - Present

T. Rowe Price Investment Services, Inc. (Owings Mills MD)

CO

07/09/2008 - 05/03/2018

GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)

NC

11/02/2006 - 10/31/2007

TRIAD ADVISORS, INC. (CHARLOTTE NC)

IN

09/18/1997 - 10/24/2006

ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)

IN

09/18/1997 - 12/17/2001

AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)

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Licenses & Designations

BC

Issued 07/17/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/03/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rhonda Coren Davis.
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