Kevin Henry, financial advisor Colorado Springs CO

Kevin Henry

CRD Number: 5968650
Current Firm: T. Rowe Price Advisory Services, Inc.

Kevin Henry (CRD# 5968650) is an Investment Advisor Representative working at T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO and has over 3 years of experience in the finance industry.

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T. Rowe Price Advisory Services, Inc.
Company Name Location Dates Years
T Rowe Price Colorado Springs, CO Sep 2019 - Current 4
Self Employed Prescott Valley, AZ Jul 2018 - Sep 2019 1
American Family Insurance Steve Joannes Agency Prescott Valley, AZ Feb 2018 - Jul 2018 < 1
Edward Jones St Louis, MO Aug 2011 - Nov 2017 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2020
Contact Info for Kevin Henry
Phone Number: 800-225-5132
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    1,373
    MILLIONS
  • Total Number of Accounts
    5,011
    ACCOUNTS
  • Average Account Value
    $273,973
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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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