Gregory
Boykin

T. Rowe Price Advisory Services, Inc

CRD#5061795
Investment Advisor
in Riverview, FL

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About this Advisor

Gregory Boykin is a financial advisor based out of Riverview, Florida with a total of 1 year of industry experience. Boykin is currently employed by T. Rowe Price Advisory Services, Inc. Throughout their career, Boykin has worked at T.Rowe Price Investment Services, Fifth Third Bank, Morgan Stanley, Morgan Stanley Private Bank, N.A, E*Trade Securities LLC, E*Trade Capital Management LLC and T Rowe Price. Boykin holds Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to operate in Florida and Maryland. T. Rowe Price Advisory Services, Inc is an advisory business operating out of Owings Mills, MD. The investment advisory business has a total of 47 financial advisors. It administers $706 million in assets among its 4,162 accounts, placing it among the bigger financial advisory firms in the country by assets under management. The business offers a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually vary depending on the financial services offered. Fees billed by T. Rowe Price Advisory Services, Inc likely are comprised of asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Others

Office Location

Riverview, FL

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T. Rowe Price Advisory Services, Inc Brokerage Details

Total Assets Under Management

$706,239,056

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

47

FL Average: 45
Total Number of Accounts

4,162

FL Average: 765
Average Account Size

$169,687

FL Average: $9,006,382

Investment Advisory Services

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

Gregory Boykin Work History

Gregory has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

T Rowe Price

2020 - 2022 (2 years)

E*Trade Securities LLC

2020 - 2022 (2 years)

E*Trade Capital Management LLC

2018 - 2020 (2 years)

Morgan Stanley

2018 - 2020 (2 years)

Morgan Stanley Private Bank, N.A

2017 - 2018 (1 year)

Fifth Third Bank

2006 - 2016 (10 years)

T.Rowe Price Investment Services

*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 Gregory Boykin 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

Andrew Price
Owings Mills, MD
Patrick Dittmar
Colorado Springs, CO
Billy Maxwell
Colorado Springs, CO
Hermann Shasha
Owings Mills, MD
Jessie Taylor
Minneapolis, MN
Sarah Beggs
Colorado Springs, CO
Britany Riley
Colorado Springs, CO
Cesar Silva-Medina
Owings Mills, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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