Julie
Huber

T. Rowe Price Associates, Inc

CRD#7310783
Investment Advisor
in Owings Mills, MD

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Julie Huber is a financial advisor working in Owings Mills, Maryland with a total of 2 years of industry experience. Huber currently works for T. Rowe Price Associates, Inc. The advisor has gained experience at T. Rowe Price Investment Services, Inc, New Day Financial, LLC, University Of South Carolina, Cost Plus World Market, Kids First Swim School, Rita'S Italian Ice and La Plata High School. Huber holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Maryland. T. Rowe Price Associates, Inc is a registered investment firm that has its headquarters in Baltimore, MD. The company has offices in six locations and a total of 3,722 financial advisors. It controls $2 trillion in assets among its 3,783 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 79 charities and foundations. Of its 3,783 accounts, just 14% are held by high-net-worth investors who have greater than $1 million in assets. The firm offers a number of services, including 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. Fees for financial advice typically are based on which service is provided. However, fee types charged by T. Rowe Price Associates, Inc likely are comprised of asset-based and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

Four Financial Center 4525 Painters Mill Road
Owings Mills, MD 21117

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

T. Rowe Price Associates, Inc Brokerage Details

Total Assets Under Management

$1,506,538,334,571

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

3,722

MD Average: 45
Total Number of Accounts

3,783

MD Average: 765
Average Account Size

$398,239,052

MD Average: $9,006,382

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

Julie Huber Work History

Julie has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

T. Rowe Price Investment Services, Inc

2017 - 2020 (3 years)

New Day Financial, LLC

2015 - 2015 (< 1 year)

Cost Plus World Market

2014 - 2014 (< 1 year)

Kids First Swim School

2013 - 2017 (4 years)

University Of South Carolina

2013 - 2013 (< 1 year)

Rita'S Italian Ice

2009 - 2013 (4 years)

La Plata High School

*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 Julie Huber 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

Kathryn Corcoran
Baltimore, MD
Jason Bruns
Owings Mills, MD
Victor Pita
Potomac, MD
Curtis Donald
Baltimore, MD
Monai Pearson
Owings Mills, MD
Tejasvini Rao
Owings Mills, MD
Christopher Arkfeld
Colorado Springs, CO
Wayne Ewan
Marietta, GA

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started