Terall Deane Blalock Sr
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...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Terall Deane Blalock, Terall Deane Sr Blalock, Terrall Deane Blalock Sr
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
36 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
RUBICON ADVISORS | RUBICON PARTNERS, INC | RUBICON PARTNERS | RUBICON ADVISORS, INC | RUBICON ADVISORS, GP
Contact Information
Main Address
1640 East Cypress Suite A, Redding, CA 96002Phone Number
(530) 223-5357# of Employees
20SEC notice filing (16 States and Territories)
Registered to provide investment advisory services in 16 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,219AUM (Assets Under Management)
$420,724,128Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
RUBICON ADVISORS | RUBICON PARTNERS, INC | RUBICON PARTNERS | RUBICON ADVISORS, INC | RUBICON ADVISORS, GP
State Registrations and Notice Filings
(3/31/2026)
(4/1/2026)
(3/31/2026)
(3/31/2026)
(3/31/2026)
(3/31/2026)
(3/31/2026)
(3/31/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 1990About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Terall Deane Blalock SR's CRS (Customer Relationship Summary).
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