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William Henry Meyer

T. Rowe Price Advisory Services, Inc.

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About William Henry Meyer

William Henry Meyer is a Registered Investment Advisor representative with T. Rowe Price Advisory Services, Inc. based out of Overland Park, KS. William has been in the financial industry since 1991. William holds the Series 6, 7, 24, 63 and 65 licenses. He has experience with financial planning and portfolio management. In the past, William has also worked at H&R Block Financial Advisors, Inc., Charles Schwab & Co., Inc., and LIFEMARK SECURITIES CORP.

Firm Information

William Meyer 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 Meyer’s Registration & Firm History

KS

01/06/2025 - Present

T. Rowe Price Advisory Services, Inc. (Overland Park KS)

MO

05/29/2006 - 02/22/2008

H&R BLOCK FINANCIAL ADVISORS, INC. (KANSAS CITY MO)

TX

12/23/1998 - 01/29/2003

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NY

07/31/1995 - 10/15/1997

LIFEMARK SECURITIES CORP. (ROCHESTER NY)

GA

08/15/1994 - 05/02/1995

ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)

CA

04/12/1994 - 08/15/1994

TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)

MA

09/11/1991 - 05/11/1993

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

09/11/1991 - 05/11/1993

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

IA

Issued 08/16/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/09/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/31/2006

Series 24 - General Securities Principal Examination

BC

Issued 05/26/2006

Series 7 - General Securities Representative Examination

BC

Issued 09/09/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Henry Meyer.
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