Lloyd
James
T. Rowe Price Associates, Inc
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About this Advisor
Lloyd James is a financial advisor based in Aurora, Colorado, working with T. Rowe Price Associates, Inc. Lloyd has previously held positions at Wells Fargo Securities, LLC and T. Rowe Price. Lloyd has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado and Maryland. Currently, Lloyd is part of T. Rowe Price Associates, Inc, which operates out of Aurora, Colorado. The firm has 6 offices and 3,814 employees. The firm manages assets totaling $1.8 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at T. Rowe Price Associates, Inc includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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T. Rowe Price Associates, Inc Brokerage Details
$1,752,267,028,988
3,814
4,696
$373,140,338
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
Lloyd James Work History
T. Rowe Price
Wells Fargo Securities, LLC
Disclosures
Please visit the SEC profile of Lloyd James 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
Wilmette, IL
Monkton, MD
Owings Mills, MD
New York, NY
Baltimore, MD
Mission Hills, KS
Colorado Springs, CO
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