Angela M Lancaster
Investment adviser representative at T. Rowe Price Advisory Services, Inc.
14 yearsExperience
1 stateRegistered in
$5.9BFirm assets
25 yearsFirm in business
Are you Angela M Lancaster? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- T. Rowe Price Advisory Services, Inc.Jan 2020 to now
- T Rowe PriceDec 2019 to now
- Firstier BankJun 2019 to Dec 2019
- UnemployedApr 2019 to May 2019
- Folio FinancialMar 2019 to Apr 2019
- UnemployedFeb 2019 to Mar 2019
- USAA Investment Management CompanyJan 2018 to Feb 2019
- USAA Financial Planning Services IncMay 2013 to Feb 2019
- USAA Financial Advisors IncNov 2012 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (CO).
T. Rowe Price Advisory Services, Inc.
$5.9BAssets managed
13,517Clients
504Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6137503
- Firm CRD
- 108958