TC
TC

Tegan Call

13 Years of Experience
Rancho Mission Viejo, CA
Broker

Tegan Call is a registered investment advisor at T. Rowe Price Associates, INC., based in Rancho Mission Viejo, CA, with 13 years of industry experience. Tegan 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.

Loading...

Location

Rancho Mission Viejo, CA

Get directions

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.

Learn about disclosures →
Other Business Activities

Tegan is the executor of The Call Family Trust, dedicating minimal time to this role. Tegan is also a partner in The Call Collective, creating and selling art, assisting with interior design, reselling rugs, and consulting, which takes minimal time.

Employment History
Current Registrations
T. Rowe Price Associates, INC.
March 2019 - Present · 7 yrs 2 mos
T. Rowe Price Investment Services, INC.
September 2018 - Present · 7 yrs 8 mos
T. Rowe Price Investment Services, INC.Broker
September 2018 - Present · 7 yrs 8 mos
Previous Registrations
T. Rowe Price Advisory Services, INC.
December 2018 - March 2019 · 3 mos
Foreside Fund Services, LLCBroker
September 2017 - August 2018 · 11 mos
Pimco Investments LLCBroker
April 2015 - May 2017 · 2 yrs 1 mo
Transamerica Capital, INC.Broker
September 2012 - March 2015 · 2 yrs 6 mos
Hartford Securities Distribution Company, INC.Broker
July 2011 - December 2011 · 5 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.
Tegan Call - Financial Advisor | TrueAdvisor