Lisa
Mcgarvey

T. Rowe Price Advisory Services, Inc

CRD#4080288
Investment Advisor
in Colorado Springs, CO

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About this Advisor

Lisa Mcgarvey is a financial advisor based in Colorado Springs, Colorado, working with T. Rowe Price Advisory Services, Inc. Lisa has previously held positions at Olive Garden Restaurant and T. Rowe Price Investment Services, Inc. Lisa has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado. Currently, Lisa 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

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Others

Office Location

Colorado Springs, CO

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T. Rowe Price Advisory Services, Inc Brokerage Details

Total Assets Under Management

$2,563,768,510

CO Average: $6,889,882,315
Total Number of Employees

58

CO Average: 45
Total Number of Accounts

7,398

CO Average: 765
Average Account Size

$346,549

CO Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Lisa Mcgarvey Work History

2006 - Present (18 years)

T. Rowe Price Investment Services, Inc

2002 - Present (22 years)

Olive Garden Restaurant

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Lisa Mcgarvey 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

Austin Mccown
Colorado Springs, CO
John Mulligan
Owings Mills, MD
Tiffany Jones
Colorado Springs, CO
Desmond Higginbotham
Colorado Springs, CO
Jalisa Wright
Owings Mills, MD
David Wintterle
Colorado Springs, CO
Dylan Lockard
Colorado Springs, CO
Raena Sword
Colorado Springs, CO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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