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Shawn Daniel Reagan

T. Rowe Price Investment Services, Inc.

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About Shawn Daniel Reagan

Shawn Reagan is a financial advisor with T. Rowe Price Investment Services, Inc. He is a registered representative in 53 states and the District of Columbia. Shawn has been in the financial services industry since 1997. His experience includes working with individuals and families to create financial plans and investment portfolios. Shawn is committed to providing clients with personalized financial advice and investment strategies that are tailored to their specific needs and goals. He is also a dedicated advocate for his clients, working to ensure that they are always informed and protected.

Firm Information

Shawn Reagan 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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Shawn Reagan’s Registration & Firm History

CO

11/06/1997 - Present

T. Rowe Price Investment Services, Inc. (COLORADO SPRINGS CO)

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Licenses & Designations

BOTH

Issued 11/01/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/16/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/05/2014

Series 53 - Municipal Securities Principal Examination

BC

Issued 08/19/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 05/26/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/24/1999

Series 7 - General Securities Representative Examination

BC

Issued 11/05/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Shawn Daniel Reagan. Review regulatory record here.
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