Unclaimed Profile

Jeffrey Glynn Rhame

RHAME & GORRELL WEALTH MANAGEMENT, LLC·THE WOODLANDS, Texas

SIE, Series 7, Series 24, Series 63, Series 65Clean record23 years registeredRHAME & GORRELL WEALTH MANAGEMENT, LLC

1330 LAKE ROBBINS DRIVE, THE WOODLANDS, TX 77380CRD# 2516452Firm CRD# 283027

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Glynn Rhame · THE WOODLANDS, TX

Registration

CRD #2516452 · RHAME & GORRELL WEALTH MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

RHAME & GORRELL WEALTH MANAGEMENT

Apr 2016 – present

SANDERS MORRIS HARRIS LLC

Jun 2006 – May 2016

THE WOODLANDS, TX

SMH CAPITAL ADVISORS, INC.

Oct 2005 – Dec 2006

HOUSTON, TX

MILLER-GREEN FINANCIAL SERVICES LLC

Jan 2003 – Jun 2016

THE WOODLANDS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 24, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RHAME & GORRELL WEALTH MANAGEMENT, LLC

CRD 283027 · SEC 801-107332

AUM

$807M

Regulatory assets under management

Employees

1,951 client accounts

Services offered by RHAME & GORRELL WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RHAME & GORRELL WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Glynn Rhame offer?

Jeffrey Glynn Rhame specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in THE WOODLANDS, Texas for a consultation.

What are Jeffrey Glynn Rhame's credentials?

Jeffrey Glynn Rhame is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Glynn Rhame located?

Jeffrey Glynn Rhame is based in THE WOODLANDS, Texas, working with RHAME & GORRELL WEALTH MANAGEMENT, LLC. Their office serves clients in the THE WOODLANDS metropolitan area and surrounding communities.

How does Jeffrey Glynn Rhame charge for services?

Jeffrey Glynn Rhame's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RHAME & GORRELL WEALTH MANAGEMENT, LLC?

RHAME & GORRELL WEALTH MANAGEMENT, LLC has approximately 17 employees and manages $807M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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