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Richard Alan Fernandez

T. Rowe Price Advisory Services, Inc.

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About Richard Alan Fernandez

Richard Alan Fernandez is a financial advisor with T. Rowe Price Advisory Services, Inc., with over 24 years of experience in the industry. Richard holds a Series 63, 66, 7, 24, and 51 securities licenses and is registered in 53 states and District of Columbia. Richard has held previous positions at American Express Financial Advisors Inc. and IDS Life Insurance Company.

Firm Information

Richard Fernandez 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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Richard Fernandez’s Registration & Firm History

MD

10/05/2023 - Present

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

MN

02/20/1998 - 09/30/1999

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

02/20/1998 - 09/30/1999

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 03/20/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/23/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/20/2023

Series 24 - General Securities Principal Examination

BC

Issued 05/24/2014

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/19/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Richard Alan Fernandez.
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