Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)
Firm Size
420 advisors
Number of Clients
10,014 clients
Average Client Portfolio
$386K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee
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Location

2220 Briargate Parkway, Colorado Springs, CO, 80920

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Alan works as a cleaner doing basic building maintenance at Old Town Plaza, dedicating about 10-20% of his time. He also spends about 10-20% of his time as a musician, creating and releasing music on streaming platforms.

Employment History
Current Registrations
T. Rowe Price Advisory Services, INC.
January 2025 - Present · 1 yr 1 mo
T. Rowe Price Investment Services, INC.Broker
November 2022 - Present · 3 yrs 3 mos
T. Rowe Price Investment Services, INC.
November 2022 - Present · 3 yrs 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.