William Stephen Warren
Investment adviser representative at Rhame & Gorrell Wealth Management
20 yearsExperience
1 stateRegistered in
$1.3BFirm assets
10 yearsFirm in business
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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
20 years in the industry.
- Rhame & Gorrell Wealth ManagementMar 2025 to now
- UnemployedSep 2024 to Feb 2025
- Texas Dow Employees Credit Union (tdecu)Oct 2022 to Aug 2024
- Starfox Financial Services, LLCOct 2020 to Sep 2022
- UnemployedMar 2020 to Sep 2020
- Purepoint FinancialSep 2017 to Mar 2020
- Unionbanc Investment ServicesJun 2017 to Sep 2017
- Mufg Union Bank, N.A.Aug 2006 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 6824151
- Firm CRD
- 283027