JH
JH

James Hebert

33 Years of Experience
Stevenson, MD
Broker

James Hebert is a registered investment advisor at T. Rowe Price Associates, INC., based in Stevenson, MD, with 33 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5,921 clients with $1900B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
227 advisors
IM Fee
Planning only
Assets Under Management
$1934.2B

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Stevenson, MD

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
T. Rowe Price Associates, INC.
December 2019 - Present · 6 yrs 5 mos
T. Rowe Price Investment Services, INC.
April 2016 - Present · 10 yrs 1 mo
T. Rowe Price Investment Services, INC.Broker
April 2016 - Present · 10 yrs 1 mo
Previous Registrations
Wells Fargo Securities, LLCBroker
July 2003 - July 2015 · 12 yrs
Wachovia Securities, LLCBroker
October 1999 - July 2003 · 3 yrs 9 mos
First Union Capital Markets CORP.Broker
December 1997 - October 1999 · 1 yr 10 mos
Wheat, First Securities, INC.Broker
June 1993 - November 1997 · 4 yrs 5 mos
Tucker Anthony IncorporatedBroker
July 1991 - October 1992 · 1 yr 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
James Hebert - Financial Advisor | TrueAdvisor