BM
BM

Brian Mitchum

12 Years of Experience
Colorado Springs, CO
Broker

Brian Mitchum is a registered investment advisor at T. Rowe Price Associates, INC., based in Colorado Springs, CO, with 12 years of industry experience. Brian 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

Financial Center Two, 2220 Briargate Parkway, Colorado Springs, CO, 80920

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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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Other Business Activities

Brian is a 50% owner and landlord of personal rental homes in Colorado since 2018. He spends minimal time on this non-investment related activity.

Employment History
Current Registrations
T. Rowe Price Associates, INC.
December 2021 - Present · 4 yrs 5 mos
T. Rowe Price Investment Services, INC.
November 2021 - Present · 4 yrs 6 mos
T. Rowe Price Investment Services, INC.Broker
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Allstate Financial Services, LLCBroker
December 2018 - November 2020 · 1 yr 11 mos
Client One Securities LLCBroker
April 2018 - November 2018 · 7 mos
Jackson National Life Distributors LLCBroker
December 2012 - April 2018 · 5 yrs 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.