Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam McDowell is an investment advisor representative with T. Rowe Price Advisory Services, Inc. registered in Colorado, Florida and Maryland. William has been in the industry since November 2013. William holds Series 66, SIE, and Series 7 licenses and has over 7,000 clients. T. Rowe Price Advisory Services, Inc. provides portfolio management for businesses and individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
See schedule d
1
2
FL
10/22/2024 - Present
T. Rowe Price Advisory Services, Inc. (Babcock Ranch FL)
CO
10/11/2013 - 09/02/2014
EDWARD JONES (COLORADO SPRINGS CO)
BOTH
Issued 11/07/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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