Angela Lancaster (CRD# 6137503) is an Investment Advisor Representative working at T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO and has over 11 years of experience in the finance industry.
CRD# 6403098
Rfg Advisory, LLC
CRD# 2202065
Adelmann Financial, Inc.
CRD# 6728761
T. Rowe Price Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| T Rowe Price | Colorado Springs, CO | Dec 2019 - Current | 4 |
| Firstier Bank | Castle Rock, CO | Jun 2019 - Dec 2019 | < 1 |
| Unemployed | Colorado Springs, CO | Apr 2019 - May 2019 | < 1 |
| Folio Financial | Colorado Springs, CO | Mar 2019 - Apr 2019 | < 1 |
| Unemployed | Colorado Springs, CO | Feb 2019 - Mar 2019 | < 1 |
| Usaa Investment Management Company | San Antonio, TX | Jan 2018 - Feb 2019 | 1 |
| Usaa Financial Planning Services Inc. | Colorado Springs, CO | May 2013 - Feb 2019 | 5 |
| Usaa Financial Advisors Inc. | Colorado Springs, CO | Nov 2012 - Feb 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2014 |
- CO
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Total Assets Under Management2,564MILLIONS
-
Total Number of Accounts7,398ACCOUNTS
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Average Account Value$346,549
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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