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Jeffrey Glynn Rhame

Rhame & Gorrell Wealth Management

The Woodlands, TX

CRD 2516452

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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 2016-04-29
  • TX RA
    APPROVED
    Since 2016-04-29

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
Rhame & Gorrell Wealth Management, Llc The Woodlands TX 04/2016 Present
  • 04/2016 → Present
    Rhame & Gorrell Wealth Management, Llc
    The Woodlands, TX
Previous Registrations
  • 2003-01-24 → 2016-06-06
    Miller-Green Financial Services Llc
    Houston, TX
    Houston, TX
  • 2006-06-14 → 2016-05-07
    Sanders Morris Llc
    Houston, TX
    The Woodlands, TX
    Houston, TX
    Houston, TX
  • 2005-10-04 → 2006-12-31
    Smh Capital Advisors Llc
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-11-11
S63 Uniform Securities Agent State Law Examination 1994-10-20
  • S65 Uniform Investment Adviser Law Examination
    1999-11-11
  • S63 Uniform Securities Agent State Law Examination
    1994-10-20
Designations
  • Certified Financial Planner
Other Names
  • Jeff Rhame

View on SEC IAPD

Nearby Firms

PROVIDENT WEALTH ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J. W. COLE ADVISORS, INC.

Nearby Investors

DANIEL CORAL GOODWIN
Jeffrey Douglas Hackett
KRISTIN LEE SANDERS

Nearby Offices

PROVIDENT WEALTH ADVISORS, LLC · THE WOODLANDS, TX
AMERIPRISE FINANCIAL SERVICES, LLC · THE WOODLANDS, TX
J. W. COLE ADVISORS, INC. · THE WOODLANDS, TX

More in The Woodlands, TX

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