Timothy Lee Blanchard
Investment adviser representative at Rhame & Gorrell Wealth Management
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Rhame & Gorrell Wealth ManagementNov 2024 to now
- LPL FinancialJun 2024 to Nov 2024
- UnemployedMar 2024 to Jun 2024
- Charles Schwab & Co.,incMay 2011 to Mar 2024
- Charles Schwab Bank, SsbMay 2011 to Mar 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (TX).
Rhame & Gorrell Wealth Management
Legal name: Rhame & Gorrell Wealth Management, LLC
$1.3BAssets managed
837Clients
19Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3081840
- Firm CRD
- 283027