Best Investors Account Sign in
Inactive

Timothy Lee Blanchard

Rhame & Gorrell Wealth Management

The Woodlands, TX

CRD 3081840

Claim This Profile
Employer firm

Rhame & Gorrell Wealth Management CRD 283027

$1.32B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Rhame & Gorrell Wealth Management

1330 Lake Robbins Drive Suite 360, The Woodlands, TX 77380 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-11-21
  • TX RA
    APPROVED
    Since 2024-11-21

Branch Locations

1330 Lake Robbins Drive Suite 360, The Woodlands, TX 77380 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co.,Inc The Woodlands TX 05/2011 03/2024
Charles Schwab Bank, Ssb The Woodlands TX 05/2011 03/2024
Lpl Financial The Woodlands TX 06/2024 11/2024
Unemployed The Woodlands TX 03/2024 06/2024
Rhame & Gorrell Wealth Management The Woodlands TX 11/2024 Present
  • 05/2011 → 03/2024
    Charles Schwab & Co.,Inc
    The Woodlands, TX
  • 05/2011 → 03/2024
    Charles Schwab Bank, Ssb
    The Woodlands, TX
  • 06/2024 → 11/2024
    Lpl Financial
    The Woodlands, TX
  • 03/2024 → 06/2024
    Unemployed
    The Woodlands, TX
  • 11/2024 → Present
    The Woodlands, TX
Previous Registrations
Other Businesses

1) 06/2024 - Real Estate Rental / Investment Related / TX 77381 / Start date 04/01/2023 - 2 Hrs per month - 1 % Time Spent

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-06-20
S63 Uniform Securities Agent State Law Examination 1998-08-06
  • S66 Uniform Combined State Law Examination
    2011-06-20
  • S63 Uniform Securities Agent State Law Examination
    1998-08-06
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in The Woodlands, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor