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Kyle Matthew Mcclain

RHAME & GORRELL WEALTH MANAGEMENT, LLC·THE WOODLANDS, Texas
SIE, Series 7, Series 63, Series 66CFPClean record9 years registeredRHAME & GORRELL WEALTH MANAGEMENT, LLC
1330 LAKE ROBBINS DRIVE, THE WOODLANDS, TX 77380CRD# 6528254Firm CRD# 283027

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kyle Matthew Mcclain · THE WOODLANDS, TX
Registration
CRD #6528254 · RHAME & GORRELL WEALTH MANAGEMENT, LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

Sep 2016Jan 2017
THE WOODLANDS, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 66
Registration record
First registered · September 28, 2016
Years registered · 9
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RHAME & GORRELL WEALTH MANAGEMENT, LLC
CRD 283027 · SEC 801-107332
AUM
$807M
Regulatory assets under management
Employees
17
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
Introduction

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05

Frequently Asked Questions

What services does Kyle Matthew Mcclain offer?
Kyle Matthew Mcclain specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in THE WOODLANDS, Texas for a consultation.
What are Kyle Matthew Mcclain's credentials?
Kyle Matthew Mcclain holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Kyle Matthew Mcclain located?
Kyle Matthew Mcclain 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 Kyle Matthew Mcclain charge for services?
Kyle Matthew Mcclain'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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