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Kyle Matthew Mcclain

Rhame & Gorrell Wealth Management

The Woodlands, TX

CRD 6528254

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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 2017-10-19
  • TX RA
    APPROVED
    Since 2017-10-19

Branch Locations

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated The Woodlands TX 08/2016 01/2017
Bank Of America, N.A. The Woodlands TX 11/2016 01/2017
Rhame & Gorrell Wealth Management, Llc The Woodlands TX 01/2017 03/2018
Rhame & Gorrell Wealth Management, Llc The Woodlands TX 04/2018 Present
  • 08/2016 → 01/2017
    The Woodlands, TX
  • 11/2016 → 01/2017
    Bank Of America, N.A.
    The Woodlands, TX
  • 01/2017 → 03/2018
    Rhame & Gorrell Wealth Management, Llc
    The Woodlands, TX
  • 04/2018 → Present
    Rhame & Gorrell Wealth Management, Llc
    The Woodlands, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-27
S63 Uniform Securities Agent State Law Examination 2015-08-21
  • S66 Uniform Combined State Law Examination
    2016-09-27
  • S63 Uniform Securities Agent State Law Examination
    2015-08-21
Designations
  • Certified Financial Planner

View on SEC IAPD

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