Trevor
Lane

T. Rowe Price Advisory Services, Inc

CRD#7462052
Investment Advisor
in Owings Mills, MD

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About this Advisor

Trevor Lane is a financial advisor working in Owings Mills, Maryland with 1 year of industry experience. Lane is currently employed by T. Rowe Price Advisory Services, Inc. Their career trajectory has included roles at T. Rowe Price, Agora Financial, Hoefler Connections, LLC, Dba Rng Computer Repair, Utx, Inc, Computer Clinic, Baltimore Cash Campaign, Berry Global, Towson University and Harford Community College. Lane holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Maryland. T. Rowe Price Advisory Services, Inc is a financial advisory business operating out of Owings Mills, MD. The firm has a total of 47 people on staff. It controls $706 million in total assets across its 4,162 customer accounts, making it one of the larger firms in the United States by assets under management. The firm has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually are based on the services offered. Fees billed by T. Rowe Price Advisory Services, Inc likely include some blend of asset-based and other fees.

Certifications and Registrations

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

Six Financial Center 4435 Painters Mill Road
Owings Mills, MD 21117

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T. Rowe Price Advisory Services, Inc Brokerage Details

Total Assets Under Management

$706,239,056

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

47

MD Average: 45
Total Number of Accounts

4,162

MD Average: 765
Average Account Size

$169,687

MD Average: $9,006,382

Investment Advisory Services

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

Trevor Lane Work History

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

2022 - Present (2 years)

T. Rowe Price

2021 - 2022 (1 year)

T. Rowe Price

2020 - 2021 (1 year)

Agora Financial

2019 - 2020 (1 year)

Hoefler Connections, LLC

2018 - 2020 (2 years)

Dba Rng Computer Repair

2017 - 2018 (1 year)

Utx, Inc

2017 - 2018 (1 year)

Computer Clinic

2016 - 2016 (< 1 year)

Baltimore Cash Campaign

2013 - 2013 (< 1 year)

Berry Global

2013 - 2016 (3 years)

Towson University

2011 - 2013 (2 years)

Harford Community College

*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 Trevor Lane 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

Roben Hoffman
Owings Mills, MD
Jose Diaz
Colorado Springs, CO
Matthew Bille
Owings Mills, MD
Brian Beckwith
Baltimore, MD
Jeffrey Jergensen
Colorado Springs, CO
Andrew Price
Owings Mills, MD
Shane Bernard
Owings Mills, MD
Eric Armentrout
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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