Kennah
Parham
Innovative Wealth Building LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Kennah Parham is a certified financial planner and chartered financial consultant working out of California, Maryland with a total of 2 years of industry experience. Parham currently works for Innovative Wealth Building LLC. Over the course of their career, they have held roles at Ufc Bj Penn Gym, Waikiki Ocean Club, Zones, Inc, Adaptogen Science Nutrition, First Command Financial Planning, Inc, First Command Financial Planning, LLC, First Command Financial Services, Prudential Financial, Pruco Securities LLC, Surf 6, Na and Innovative Wealth Building LLC. Parham holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in California and Maryland. Innovative Wealth Building LLC is an advisory business operating out of California, MD. It has a total of nine financial advisors. It administers $356 million in assets under management among its 2,944 client accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The firm provides services to one charitable organizations. Of its 2,944 customer accounts, just 3% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The firm offers a few services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules are based on which service is offered. Fees charged by Innovative Wealth Building LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Innovative Wealth Building LLC Brokerage Details
$356,124,188
9
2,944
$120,966
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kennah Parham Work History
Kennah has been registered as a financial advisor for 2 years.*
Innovative Wealth Building LLC
Na
Prudential Financial
Pruco Securities LLC
First Command Financial Services
First Command Financial Planning, LLC
First Command Financial Services
First Command Financial Planning, Inc
Zones, Inc
Adaptogen Science Nutrition
Surf 6
Ufc Bj Penn Gym
Waikiki Ocean Club
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kennah Parham to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Innovative Wealth Building LLC
California, MD
California, MD
California, MD
California, MD
California, MD
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
