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Sheila Anne James

T. Rowe Price Advisory Services, Inc.

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About Sheila Anne James

Sheila Anne James has been in the financial services industry since 2001. Sheila is a registered representative of T. Rowe Price Advisory Services, Inc. and is also registered as an investment advisor representative in Maryland. Sheila is a Series 6, 7, 24, 63, and 66 licensed professional. Sheila is also a travel consultant, working remotely through Jacksonville, FL, for Cruises and Tours Unlimited, providing travel guidance and booking reservations.

Firm Information

Sheila James 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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Sheila James’s Registration & Firm History

MD

01/03/2022 - Present

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

MD

11/08/2000 - 06/17/2021

T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)

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Licenses & Designations

BOTH

Issued 12/31/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/23/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/01/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/26/2004

Series 7 - General Securities Representative Examination

BC

Issued 11/07/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sheila Anne James.
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