Erich
Luebkert

T. Rowe Price Advisory Services, Inc

CRD#4810175
Investment Advisor
in Ardmore, PA

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About this Advisor

Erich Luebkert is a certified financial planner working out of Ardmore, Pennsylvania with a total of 2 years of relevant experience. Luebkert currently works for T. Rowe Price Advisory Services, Inc. Over the course of their career, they have held roles at The Vanguard Group, Inc and T. Rowe Price. Luebkert holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Maryland and Pennsylvania. T. Rowe Price Advisory Services, Inc is a registered investment business headquartered in Owings Mills, MD. The firm has a total of 47 people on staff. It manages $706 million in assets between its 4,162 client accounts, making it one of the bigger investment advisory firms in the United States by assets under management. The advisory firm has a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely vary depending on the financial services provided. Fee types billed by T. Rowe Price Advisory Services, Inc may include asset-based and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Others

Office Location

Ardmore, PA

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T. Rowe Price Advisory Services, Inc Brokerage Details

Total Assets Under Management

$706,239,056

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

47

PA Average: 45
Total Number of Accounts

4,162

PA Average: 765
Average Account Size

$169,687

PA Average: $9,006,382

Investment Advisory Services

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

Erich Luebkert Work History

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

2021 - Present (3 years)

T. Rowe Price

2004 - 2021 (17 years)

The Vanguard Group, Inc

*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 Erich Luebkert 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

Britany Riley
Colorado Springs, CO
Hermann Shasha
Owings Mills, MD
Cesar Silva-Medina
Owings Mills, MD
Eric Armentrout
Owings Mills, MD
Alexander Vahsen
Owings Mills, MD
Robert Lydzinski
Colorado Springs, CO
Shane Bernard
Owings Mills, MD
Gustav Jakowitsch Iii
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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