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William H Kim

T. Rowe Price Advisory Services, Inc.

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About William H Kim

William Kim is a financial advisor with T. Rowe Price Advisory Services, Inc. based in Owings Mills, MD. William has been in the financial services industry for over 5 years, and has a wide range of experience providing financial advice to individuals and corporations. William is registered to provide investment advice in Maryland, as well as 52 other states. William is a licensed Investment Advisor Representative. William has a Series 7, Series 63, and Series 66 license. William is committed to helping clients reach their financial goals, and believes in building long-term relationships with each client.

Firm Information

William Kim 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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William Kim’s Registration & Firm History

MD

06/17/2024 - Present

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

MD

08/16/2019 - 02/21/2024

J.P. MORGAN SECURITIES LLC (Ellicott CIty MD)

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Licenses & Designations

BOTH

Issued 01/04/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/29/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/05/2023

Series 7TO - General Securities Representative Examination

BC

Issued 08/16/2019

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

BC

Issued 07/26/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William H Kim.
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