Barrett Wragg, financial advisor Fulton MD

Barrett Wragg

CRD Number: 4116404
Current Firm: T. Rowe Price Associates, Inc.

Barrett Wragg (CRD# 4116404) is an Investment Advisor Representative working at T. Rowe Price Associates, Inc. in Fulton, MD and has over 22 years of experience in the finance industry. Barrett Wragg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
T. Rowe Prices Investment Services Owings Mills, MD Aug 2006 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2001
Contact Info for Barrett D. Wragg
Phone Number: 410-345-2000
Registered State(s):
  • 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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