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Rico Williams

T. Rowe Price Advisory Services, Inc.

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About Rico Williams

Rico Williams is a financial advisor at T. Rowe Price Advisory Services, Inc. with over 8 years of experience in the industry. Rico has held licenses and registrations with numerous states and has passed the Series 66, Series 24, SIE, and Series 7 exams. In addition to their role at T. Rowe Price Advisory Services, Inc., Rico is also the owner of The Tribe X Brand LLC, a clothing brand, and co-owner of Will Hunt Properties, a vacation rental business. Rico works with individuals and corporations, and provides financial planning and portfolio management services.

Firm Information

Rico Williams 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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Rico Williams’s Registration & Firm History

FL

07/05/2022 - Present

T. Rowe Price Advisory Services, Inc. (Fort Lauderdale FL)

FL

01/03/2020 - 06/27/2022

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

FL

08/13/2019 - 12/31/2019

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

FL

10/17/2014 - 07/18/2019

T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)

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Licenses & Designations

BOTH

Issued 12/18/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/28/2019

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/16/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rico Williams.
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