Advisor at Rubicon Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Rubicon Advisors
Location
Redding, CA 96002
Credentials
Series 63, Series 65
Industry experience
34 years
Terall Blalock Sr. is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes leadership roles at Mitchell & Blalock Diversified Financial Services, Inc., and ownership of Papa Terall's BBQ Catering, a catering business serving medium to large events. He is also involved in Medicaid consulting through the Financial Aid Center for Long Term Care and co-owns Blalock Insurance. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, financial planning, and retirement-plan advisory services, utilizing model portfolios, third-party sub-advisers, and custom strategies with both discretionary and non-discretionary management options.
Based on Rubicon Advisors
Based on Rubicon Advisors
Flat fees up to $5,000 for financial planning and consulting services
$0+: Up to 1.75% $0+: Up to 1.80% (LPL Sponsored Advisory Programs, varying by program) $15,000+: Up to 1.80% (Optimum Market Portfolios Program) $25,000+: Up to 1.80% (Model Wealth Portfolios Program) $100,000+: Up to 1.80% (Manager Access Select Program, minimum may vary) $250,000+: Up to 1.80% (Personal Wealth Portfolios Program) $5,000+: Up to 1.35% (Guided Wealth Portfolios Program)
Representatives may accept commissions from sale of securities and mutual fund trail fees
Hourly fees up to $350/hour for financial planning and consulting services
Fee-only: Hourly fees up to $350/hour; flat fees up to $5,000; financial planning retainer not exceeding $1,200 when services cannot be rendered within 6 months
1640 East Cypress, Suite A
Redding, CA 96002
California · Oregon · Texas
LPL Financial
2026 - Present (1 year)
Rubicon Advisors
2026 - Present (1 year)
Ameritas Advisory Services, LLC
2021 - 2026 (5 years)
Jimmy's Classic Drive In
2019 - 2026 (7 years)
Ameritas Life Insurance Company
2018 - 2026 (8 years)
Papa Terall's Bbq Catering
2013 - Present (13 years)
Mitchell & Blalock Diversified Financial Services, Inc.
2001 - Present (25 years)
Blalock Insurance
2000 - Present (26 years)
Ameritas Investment Company, LLc
1996 - 2026 (30 years)
Financial Aid Center For Long Term Care
1995 - 2026 (31 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
Redding, CA
Ric Komarek, CFP
Series 65, Series 66
Palo Cedro, CA
Alpha Initiative
Series 65
Redding, CA
WJ Consulting LLC
Series 63, Series 65
Redding, CA
GSR Capital Management, Inc.
Series 66
Redding, CA
Parallel Wealth Management
Series 65
Redding, CA
Retirement Lifestyles Advisory Group
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")