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Linnea Cullings

17 Years of Experience
Owings Mills, MD
1 DisclosureBroker

Linnea Cullings is a registered investment advisor at T. Rowe Price Advisory Services, INC., based in Owings Mills, MD, with 17 years of industry experience. Linnea is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 13,517 clients with $5.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
497 advisors
Number of Clients
13,517 clients
Average Client Portfolio
$436K average
Assets Under Management
$5.9B

Fee Structure

Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.90%

The gross advisory fee is up to 0.90% and is offset by the underlying operating expenses of the proprietary funds held in the account, resulting in an estimated net advisory fee ranging from 0.43% to 0.56% depending on the model portfolio.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4525 Painters Mill Road, Owings Mills, MD, 21117

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History

Regulatory History (1)
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Criminal
June 2007
Final Disposition
Employment History
Current Registrations
T. Rowe Price Advisory Services, INC.
August 2026 - Present · 2 mos
T. Rowe Price Investment Services, INC.
October 2019 - Present · 7 yrs
T. Rowe Price Investment Services, INC.Broker
October 2019 - Present · 7 yrs
Previous Registrations
T. Rowe Price Advisory Services, INC.
October 2019 - June 2022 · 2 yrs 8 mos
Pruco Securities, LLC.Broker
June 2019 - September 2019 · 3 mos
T. Rowe Price Advisory Services, INC.
October 2014 - August 2018 · 3 yrs 10 mos
T. Rowe Price Investment Services, INC.Broker
August 2008 - August 2018 · 10 yrs
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.
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Linnea Cullings - Financial Advisor | TrueAdvisor