Kelly
Traczek
T. Rowe Price Advisory Services, Inc
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About this Advisor
Kelly Traczek is a financial advisor operating out of Colorado Springs, Colorado. Traczek is on the advisory team at T. Rowe Price Advisory Services, Inc. The advisor has gained experience at T. Rowe Price, United States Postal Service, Homemaker and Progressive Insurance. Traczek maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Colorado. T. Rowe Price Advisory Services, Inc is an advisory business operating out of Owings Mills, MD. It has a total of 47 advisors. It manages $706 million in total assets between its 4,162 client accounts, placing it among the larger financial advisory firms in the country by assets under management. The business has a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules largely vary depending on which services the firm provides the client. Fee types billed by T. Rowe Price Advisory Services, Inc can be comprised of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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T. Rowe Price Advisory Services, Inc Brokerage Details
$706,239,056
47
4,162
$169,687
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kelly Traczek Work History
Kelly has been registered as a financial advisor for 0 years.*
T. Rowe Price
United States Postal Service
Homemaker
Progressive Insurance
Homemaker
*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 Kelly Traczek 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
Minneapolis, MN
Tarpon Springs, FL
Owings Mills, MD
Owings Mills, MD
Owings Mills, MD
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