Terry
Parham
Innovative Wealth Building LLC
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About this Advisor
Terry Parham is a certified financial planner and chartered financial consultant who works in California, Maryland, who has 2 years of relevant experience. Parham currently works for Innovative Wealth Building LLC. During their career, the advisor has held roles at First Command, First Command Financial Planning, Inc, First Command Advisory Services, The Prudential Insurance Company Of America, Pruco Securities LLC and Innovative Wealth Building, LLC. Parham holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in California, Maryland and Texas. Innovative Wealth Building LLC is a financial advisory business headquartered in California, MD. The company has a total of nine financial advisors. It handles $356 million in assets among its 2,944 accounts, making it one of the bigger firms in the country by assets under management. The firm provides services to one charitable organizations. Of its 2,944 client accounts, just 3% are held by high-net-worth clients who have greater than $1 million in assets. Innovative Wealth Building LLC offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services typically vary depending on which service is provided. Fee types billed by Innovative Wealth Building LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Terry Parham Work History
Terry has been registered as a financial advisor for 2 years.*
Innovative Wealth Building, LLC
The Prudential Insurance Company Of America
Pruco Securities LLC
First Command Advisory Services
First Command
First Command Financial Planning, Inc
*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 Terry 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.
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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.
