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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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TB

Terall D. Blalock

RUBICON ADVISORS
Redding, CA 96002
Some features on this profile are disabled
CRD#: 2088638
TB

Professional summary

Terall Deane Blalock SR, who also goes by Terall Deane Blalock, Terall Deane Sr Blalock, Terrall Deane Blalock Sr, is a registered financial advisor currently at RUBICON ADVISORS located in Redding, California and LPL FINANCIAL LLC located in Grants Pass, Oregon.

Terall is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Terall has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Terall Deane Blalock | Terall Deane Sr Blalock | Terrall Deane Blalock Sr

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terall Deane Blalock SR's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 1, 2026 - Present

RUBICON ADVISORS

Office #1: 1640 East Cypress Suite A, Redding, CA 96002
RIA
CRD#: 174447
Redding, CA
Current

March 31, 2026 - Present

LPL FINANCIAL LLC

Office #1: 315 Se 7th St., Ste D, Grants Pass, OR 97526
RIA
BD
CRD#: 6413
GRANTS PASS, OR
Past

November 1, 2021 - April 27, 2026

AMERITAS ADVISORY SERVICES, LLC

RIA
CRD#: 317245
Grants Pass, OR
Past

July 29, 2008 - November 1, 2021

AMERITAS INVESTMENT COMPANY, LLC

RIA
CRD#: 14869
GRANTS PASS, OR
Past

September 6, 1996 - April 27, 2026

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
GRANTS PASS, OR
Past

August 24, 1990 - December 10, 1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
NEWARK, NJ
Past

August 24, 1990 - October 16, 1995

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RA
RUBICON ADVISORS
RUBICON ADVISORS | RUBICON PARTNERS, INC | RUBICON PARTNERS | RUBICON ADVISORS, INC | RUBICON ADVISORS, GP

CRD#: 174447 / SEC#: 801-109012

RIA
Registered Investment Advisory firm - (1/27/2017 Approved)
Arizona
Registered Investment Advisory firm - (2/8/2017 Terminated)
California
Registered Investment Advisory firm - (3/10/2017 Terminated)
Idaho
Registered Investment Advisory firm - (2/8/2017 Terminated)
New York
Registered Investment Advisory firm - (2/8/2017 Terminated)
Washington
Registered Investment Advisory firm - (2/8/2017 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(3/31/2026)
IAR
California
(4/1/2026)
RR
Florida
(3/31/2026)
RR
Hawaii
(3/31/2026)
RR
Montana
(3/31/2026)
RR
Oregon
(3/31/2026)
RR
Texas
(3/31/2026)
RR
Washington
(3/31/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/15/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/22/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/1/2010
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/22/1990
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

RA
RUBICON ADVISORS
RUBICON ADVISORS | RUBICON PARTNERS, INC | RUBICON PARTNERS | RUBICON ADVISORS, INC | RUBICON ADVISORS, GP

CRD#: 174447 / SEC#: 801-109012

RIA
Registered Investment Advisory firm - (1/27/2017 Approved)
Arizona
Registered Investment Advisory firm - (2/8/2017 Terminated)
California
Registered Investment Advisory firm - (3/10/2017 Terminated)
Idaho
Registered Investment Advisory firm - (2/8/2017 Terminated)
New York
Registered Investment Advisory firm - (2/8/2017 Terminated)
Washington
Registered Investment Advisory firm - (2/8/2017 Terminated)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1640 East Cypress Suite A, Redding, CA 96002
Mailing Address
Phone number
(530) 223-5357
Established
Firm type
Fiscal year end
# of Employees
20

SEC notice filing (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV 2A - FIRM BROCHURE (SEC) (2/9/2026)
FORM ADV 2A APPENDIX 1 - WRAP FEE PROGRAM BROCHURE (2/9/2026)

Regulatory assets under management

Total Number of Accounts2,219
AUM (Assets Under Management)$ 420,724,128

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

RUBICON ADVISORS

CRD#: 174447Redding, CA 96002

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