Terall Blalock has been an investment adviser representative at Rubicon Advisors, GP since April 2026, and is not listed among the firm’s executive officers or direct owners.
Rubicon Advisors, GP is a Redding, CA firm with $421M under management, 1,391 clients and 19 advisers across 6 offices, as of its September 2026 filing.
Terall Blalock’s longest registration was 13 years at Ameritas Advisory Services (2008–2021). Before joining Rubicon Advisors, GP in 2026, Terall Blalock was registered through Ameritas Advisory Services, LLC and Ameritas Advisory Services.
- Rubicon AdvisorsCurrent– present · under a yearRedding, CA · Adviser representative · Firm CRD 174447
- Ameritas Advisory Services, LLC– · 4 yearsGrants Pass, OR · Adviser representative · Firm CRD 317245
- Ameritas Advisory Services– · 13 yearsGrants Pass, OR · Adviser representative · Firm CRD 14869
Investment adviser representative registrations
Terall Blalock is registered as an investment adviser representative in California, since April 2026.
- CaliforniaSince 1 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 1 March 2010 |
| Series 65 | Uniform Investment Adviser Law Examination | 15 July 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 22 August 1990 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 22 August 1990 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Terall Deane Blalock
- CRD
- 2088638
- Firm
- Rubicon Advisors, GP · CRD 174447
- Office
- 1640 EAST CYPRESS, SUITE A, Redding, CA 96002
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 1991
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Terall Blalock work?
Terall Blalock is an investment adviser representative registered through Rubicon Advisors, GP since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Terall Blalock a financial advisor?
Yes. Terall Blalock has a current investment-adviser registration in California, through Rubicon Advisors, GP since April 2026.
How many years of experience does Terall Blalock have?
Terall Blalock has 35 years in the financial industry, since July 1991, across 3 adviser firms.
What exams has Terall Blalock passed?
Terall Blalock has passed 4 licensing exams: the Series 63, Series 6, Series 65 and Series 7. The earliest, the Series 63, was passed in August 1990. FINRA credited Terall Blalock with the SIE, which began in October 2018.
Where did Terall Blalock work before Rubicon Advisors, GP?
Before Rubicon Advisors, GP, Terall Blalock was registered through Ameritas Advisory Services, July 2008 to November 2021.
Where is Terall Blalock based?
Terall Blalock’s registered office is in Redding, CA.
Is Terall Blalock registered with FINRA?
Yes. Terall Blalock has a current broker registration, under CRD 2088638.
Source: FINRA BrokerCheck
How can I verify Terall Blalock’s record?
Search CRD 2088638 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Terall Blalock’s full registration record.