Keith McGurrinCRD Number: 4398574
Current Firm: T. Rowe Price Advisory Services, Inc.
Keith McGurrin (CRD# 4398574) is an Investment Advisor Representative working at T. Rowe Price Advisory Services, Inc. in Owings Mills, MD and has over 20 years of experience in the finance industry. Keith McGurrin 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.
Blue Ocean Global Wealth
Commonwealth Financial Network
Planning Solutions Group, LLC
|T. Rowe Price||Owings Mills, MD||Dec 2009 - Current||10|
|Ameriprise Financial Services, Inc.||New York, NY||Jun 2004 - Nov 2009||5|
|Ids Life Insurance Company||New York, NY||Jun 2004 - Nov 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2005|
|S65||NASAA Investment Advisors Law Examination||May 2005|
|S66||NASAA Uniform Combined State Law Examination||Oct 1999|
Total Assets Under Management382MILLIONS
Total Number of Accounts2,288ACCOUNTS
Average Account Value$166,745
- Fixed fees (other than subscription fees)
- 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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