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Sally Joan Bowen

T. Rowe Price Advisory Services, Inc.

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About Sally Joan Bowen

Sally Joan Bowen is a financial advisor at T. Rowe Price Advisory Services, Inc., a firm located in Owings Mills, Maryland. Sally has been in the financial services industry since January 14, 1992. Sally is registered with the state of Maryland as an investment advisor representative. Sally has been registered with the state of Massachusetts as an investment advisor representative since December 16, 2024.

Firm Information

Sally Bowen 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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Sally Bowen’s Registration & Firm History

MA

12/16/2024 - Present

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

OH

08/30/2001 - 05/04/2022

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

OH

01/10/1992 - 05/23/2001

NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)

MN

07/18/1989 - 01/23/1990

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

07/18/1989 - 01/23/1990

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 06/27/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/19/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sally Joan Bowen.
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