Lindsay TheodoreCRD Number: 5348153
Current Firm: T. Rowe Price Advisory Services, Inc.
Lindsay Theodore (CRD# 5348153) is an Investment Advisor Representative working at T. Rowe Price Advisory Services, Inc. in Owings Mills, MD and has over 10 years of experience in the finance industry.
Blue Ocean Global Wealth
Commonwealth Financial Network
Planning Solutions Group, LLC
|T. Rowe Price||Owings Mills, MD||Jan 2017 - Current||1|
|Fidelity Brokerage Services LLC||Huntington, NY||Apr 2012 - Jan 2017||4|
|T. Rowe Price Investment Services, Inc.||Owings Mills, MD||Jun 2008 - Mar 2012||3|
|Seeking Employment||Baltimore, MD||Apr 2008 - Jun 2008||< 1|
|Wachovia Securities, LLC||Baltimore, MD||May 2007 - Apr 2008||< 1|
|Wachovia Bank, N.a.||Baltimore, MD||May 2006 - Apr 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2007|
|S66||NASAA Uniform Combined State Law Examination||Nov 2008|
Total Assets Under Management4MILLIONS
Total Number of Accounts40ACCOUNTS
Average Account Value$90,573
- 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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