Tegan Call, financial advisor Mission Viejo CA

Tegan Call

CRD Number: 5922855
Current Firm: T. Rowe Price Associates, Inc.

Tegan Call (CRD# 5922855) is an Investment Advisor Representative working at T. Rowe Price Associates, Inc. in Mission Viejo, CA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
T Rowe Price Baltimore, MD Aug 2018 - Current 5
Foreside Fund Services, LLC Laguna Beach, CA Sep 2017 - Aug 2018 < 1
Angel Oak Capital Advisors Laguna Beach, CA May 2017 - Aug 2018 1
Pimco Investments LLC Newport Beach, CA Apr 2015 - May 2017 2
Pacific Investment Management Company LLC Newport Beach, CA Apr 2015 - May 2017 2
Transamerica Capital Inc. Denver, CO Sep 2012 - Mar 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2011
S66 NASAA Uniform Combined State Law Examination Nov 2018
Contact Info for Tegan M. Call
Phone Number: 410-345-2000
Registered State(s):
  • CA
  • MD
By the Numbers
  • Total Assets Under Management
    1,506,538
    MILLIONS
  • Total Number of Accounts
    3,783
    ACCOUNTS
  • Average Account Value
    $398,239,052
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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