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Terry Parham, financial advisor California MD

Terry Parham

CRD Number: 5924439
Current Firm: Innovative Wealth Building LLC

Terry Parham (CRD# 5924439) is an Investment Advisor Representative working at Innovative Wealth Building LLC in California, MD and has over 11 years of experience in the finance industry. Terry Parham has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Innovative Wealth Building, LLC California, MD Jun 2021 - Current 2
The Prudential Insurance Company Of America Bethesda, MD Jun 2018 - Jun 2021 3
Pruco Securities LLC Bethesda, MD Jun 2018 - Jun 2021 3
First Command Advisory Services Fort Worth, TX Dec 2015 - Apr 2018 2
First Command Fort Worth, TX Feb 2013 - Apr 2018 5
First Command Financial Planning, Inc. Fort Worth, TX Feb 2013 - Apr 2018 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2012
S65 NASAA Investment Advisors Law Examination Jan 2013
Contact Info for Terry E. Parham
By the Numbers
  • Total Assets Under Management
    419
    MILLIONS
  • Total Number of Accounts
    3,301
    ACCOUNTS
  • Average Account Value
    $126,847
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, DC, FL, MA, MD, NC, NE, PA, SC, TN, TX, VA, WA

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