Paul
Mckenna
T. Rowe Price Advisory Services, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Paul Mckenna is a financial advisor based out of Boston, Massachusetts with a total of 1 year of industry experience. Mckenna is an employee of T. Rowe Price Advisory Services, Inc. Over the course of their career, Mckenna has held roles at Legg Mason & Co LLC, Clearbridge Investments LLC, Franklin Distributors LLC and T Rowe Price. Mckenna has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Maryland and Massachusetts. T. Rowe Price Advisory Services, Inc is a registered investment company that has its headquarters in Owings Mills, MD. The firm has a total of 47 people on staff. It oversees $706 million in total assets across its 4,162 customer accounts, making it one of the bigger investment advisory firms in the United States by assets under management. T. Rowe Price Advisory Services, Inc performs a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial management usually are based on which services the firm provides the client. Fees billed by T. Rowe Price Advisory Services, Inc most likely include some blend of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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 Advisory Services, Inc Brokerage Details
$706,239,056
47
4,162
$169,687
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Paul Mckenna Work History
Paul has been registered as a financial advisor for 1 years.*
T Rowe Price
Legg Mason & Co LLC
Clearbridge Investments LLC
Franklin Distributors LLC
*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 Paul Mckenna 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
Colorado Springs, CO
Owings Mills, MD
Owings Mills, MD
Colorado Springs, CO
Owings Mills, MD
Colorado Springs, CO
Baltimore, MD
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.
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.
