Jeffrey G. Rhame
RHAME & GORRELL WEALTH MANAGEMENT | President & Senior Wealth Manager
The Woodlands, TX 77380
Some features on this profile are disabled
CRD#: 2516452
Professional summary
Jeffrey Glynn Rhame, CFP®, who also goes by Jeff Rhame, is a registered financial advisor currently at RHAME & GORRELL WEALTH MANAGEMENT located in The Woodlands, Texas.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Jeffrey has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Biography
Jeff Rhame is one of the founders and President of Rhame & Gorrell Wealth Management. Jeff’s vision for starting Rhame & Gorrell was to deliver wealth management services and investment strategies typically available at the highest levels of wealth. Today, clients benefit from these sophisticated financial services, targeted to meet their unique needs.
Jeff leads a team of investment specialists that develop asset allocation strategies for high-net worth families. They seek out the most appropriate investment ingredients and then construct portfolios to meet our clients’ goals from income generation and capital preservation to tax-efficiency and growth.
Jeff received a degree in Accounting from Stephen F. Austin State University, and through post graduate work at The University of Houston, achieved his status as a CERTIFIED FINANCIAL PLANNER™ practitioner.
Question & Answer
What are your service offerings?
Financial planning
Retirement planning
Trust & estate planning
Insurance
Philanthropic services
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Jeff Rhame
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Glynn Rhame's 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®
CFP®
Start date: 2002
Experience
Current
April 29, 2016 - Present
RHAME & GORRELL WEALTH MANAGEMENT
Office #1: 1330 Lake Robbins Drive Suite 360, The Woodlands, TX 77380RIA
CRD#: 283027
The Woodlands, TX
Past
June 14, 2006 - May 7, 2016
SANDERS MORRIS LLC
RIA
CRD#: 20580
THE WOODLANDS, TX
Past
October 4, 2005 - December 31, 2006
SMH CAPITAL ADVISORS LLC
RIA
CRD#: 108344
HOUSTON, TX
Past
January 24, 2003 - June 6, 2016
MILLER-GREEN FINANCIAL SERVICES LLC
RIA
CRD#: 110949
THE WOODLANDS, TX
Past
November 21, 2001 - May 7, 2016
SANDERS MORRIS LLC
BD
CRD#: 20580
THE WOODLANDS, TX
Past
October 11, 1994 - November 21, 2001
IFG NETWORK SECURITIES, INC.
BD
CRD#: 19948
ATLANTA, GA
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".
R&
RHAME & GORRELL WEALTH MANAGEMENT
ODILIA ADVISORS, LLC | RHAME & GORRELL WEALTH MANAGEMENT, LLC | RHAME & GORRELL WEALTH MANAGEMENT
CRD#: 283027 / SEC#: 801-107332
RIA
Registered Investment Advisory firm - (3/1/2016 Approved)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.Highlighted states indicate IAR registrations
IAR
Texas(4/29/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
R&
RHAME & GORRELL WEALTH MANAGEMENT
ODILIA ADVISORS, LLC | RHAME & GORRELL WEALTH MANAGEMENT, LLC | RHAME & GORRELL WEALTH MANAGEMENT
CRD#: 283027 / SEC#: 801-107332
RIA
Registered Investment Advisory firm - (3/1/2016 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1330 Lake Robbins Drive Suite 360, The Woodlands, TX 77380
Mailing Address
Phone number
(832) 789-1100
Established
Firm type
Fiscal year end
# of Employees
22
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,281 |
| AUM (Assets Under Management) | $ 1,001,369,575 |
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
RHAME & GORRELL WEALTH MANAGEMENT
President & Senior Wealth ManagerCRD#: 283027The Woodlands, TX 77380TRUST BUT VERIFY
Monitor Jeffrey Rhame
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
