Caitlin Berns (CRD# 7215742) is an Investment Advisor Representative working at T. Rowe Price Associates, Inc. in Colorado Springs, CO and has over 4 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 | Jan 2020 - Current | 4 |
| Western [state] Colorado University | Gunnison, CO | Jan 2019 - Dec 2019 | < 1 |
| Western [state] Colorado University | Gunnison, CO | Aug 2018 - Dec 2019 | 1 |
| Western [state] Colorado University | Gunnison, CO | Aug 2018 - Dec 2019 | 1 |
| T. Rowe Price | Colorado Springs, CO | Jun 2019 - Aug 2019 | < 1 |
| Frank Azar & Associates | Colorado Springs, CO | Feb 2018 - Aug 2018 | < 1 |
| Western State Colorado University | Gunnison, CO | Jan 2017 - Jan 2018 | 1 |
| Sodexo | Gunnison, CO | Aug 2015 - Jan 2018 | 2 |
| Western State Colorado University | Gunnison, CO | May 2015 - Jan 2018 | 2 |
| Kelly Services | Rochester, MN | Jul 2017 - Aug 2017 | < 1 |
| Coffee And Tea Zone | Colorado Springs, CO | Jul 2013 - Aug 2015 | 2 |
| Pine Creek High School | Colorado Springs, CO | Aug 2010 - May 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2020 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2022 |
- CO
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Total Assets Under Management1,752,267MILLIONS
-
Total Number of Accounts4,696ACCOUNTS
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Average Account Value$373,140,338
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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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