Brian
Medina
T. Rowe Price Associates, Inc
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About this Advisor
Brian Medina is a financial advisor based in Glendale, California with a total of 2 years of industry experience. Medina is on the advisory team at T. Rowe Price Associates, Inc. Throughout their career, Medina has worked at Oppenheimerfunds, Inc, Oppenheimerfunds Distributor, Inc, Invesco Distributors, Inc and T Rowe Price. Medina has Series 63, Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in California and Maryland. T. Rowe Price Associates, Inc is an advisory firm that has its headquarters in Baltimore, MD. The company has offices in six locations and a total of 3,722 people on staff. It handles $2 trillion in assets under management between its 3,783 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 79 charities and foundations. Of its 3,783 client accounts, just 14% are associated with high-net-worth clients who have greater than $1 million in investable assets. T. Rowe Price Associates, Inc provides a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Financial advisory fees typically vary depending on the type of financial services provided. Fees charged by T. Rowe Price Associates, Inc likely are comprised of any combination of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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T. Rowe Price Associates, Inc Brokerage Details
$1,506,538,334,571
3,722
3,783
$398,239,052
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Brian Medina Work History
Brian has been registered as a financial advisor for 2 years.*
T Rowe Price
Invesco Distributors, Inc
Oppenheimerfunds, Inc
Oppenheimerfunds Distributor, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Medina to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at T. Rowe Price Associates, Inc
Owings Mills, MD
San Francisco, CA
Baltimore, MD
Potomac, MD
Owings Mills, MD
Baltimore, MD
Marietta, GA
Baltimore, MD
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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