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Bryan Mccain

21 Years of Experience
Hoover, AL
Broker

Bryan Mccain is a registered investment advisor at T. Rowe Price Advisory Services, INC., based in Hoover, AL, with 21 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 10,014 clients with $3.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
437 advisors
Number of Clients
10,014 clients
Average Client Portfolio
$386K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$250K
Planning is included in investment management

T. Rowe Price Retirement Advisory Service manages your investments for an annual fee based on the value of the assets they manage. The gross advisory fee is up to 0.90% of assets under management. This fee is reduced by the total annual operating expenses of the T. Rowe Price funds held in your account. The net advisory fee is the gross fee minus the fund expense offset. No advisory fee is charged on money market funds.

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Location

Hoover, AL

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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 Advisory Services, INC.
June 2024 - Present · 1 yr 11 mos
T. Rowe Price Investment Services, INC.
November 2017 - Present · 8 yrs 6 mos
T. Rowe Price Investment Services, INC.Broker
November 2017 - Present · 8 yrs 6 mos
Previous Registrations
T. Rowe Price Associates, INC.
November 2017 - June 2022 · 4 yrs 7 mos
Mutual of Omaha Investor Services, INC.
June 2016 - September 2017 · 1 yr 3 mos
Mutual of Omaha Investor Services, INC.Broker
June 2016 - September 2017 · 1 yr 3 mos
Voya Financial Advisors, INC.Broker
February 2012 - December 2014 · 2 yrs 10 mos
Voya Financial Partners, LLC
February 2007 - May 2016 · 9 yrs 3 mos
Voya Financial Partners, LLCBroker
February 2007 - May 2016 · 9 yrs 3 mos
Primevest Financial Services, INC.
January 2005 - November 2005 · 10 mos
Primevest Financial Services, INC.Broker
June 2004 - November 2005 · 1 yr 5 mos
Amsouth Investment Services, INC.Broker
July 2003 - June 2004 · 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.