Kelly
Monroe Stein
T. Rowe Price Advisory Services, Inc
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About this Advisor
Kelly Monroe Stein is a financial advisor based in Colorado Springs, Colorado, working with T. Rowe Price Advisory Services, Inc. Kelly has previously held positions at Usaa Financial Planning Services, Usaa Financial Advisor, Usaa Investment Management Company, Gradient Advisors LLC, Allied Wealth, Guardian Life Insurance Company, Park Avenue Securities, T Rowe Price, and T. Rowe Price. Kelly has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, Kelly is part of T. Rowe Price Advisory Services, Inc, which operates out of Colorado Springs, Colorado. The firm has 2 offices and 58 employees. The firm manages assets totaling $2.6 billion. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at T. Rowe Price Advisory Services, Inc includes asset-based and other fees.
Certifications and Registrations
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Office Location
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T. Rowe Price Advisory Services, Inc Brokerage Details
$2,563,768,510
58
7,398
$346,549
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kelly Monroe Stein Work History
T Rowe Price
Guardian Life Insurance Company
Park Avenue Securities
Gradient Advisors LLC
Allied Wealth
Usaa Investment Management Company
Usaa Financial Planning Services
Usaa Financial Advisor
T. Rowe Price
Disclosures
Please visit the SEC profile of Kelly Monroe Stein 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 Advisory Services, Inc
Colorado Springs, CO
Owings Mills, MD
Colorado Springs, CO
Colorado Springs, CO
Owings Mills, MD
Colorado Springs, CO
Colorado Springs, CO
Colorado Springs, CO
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