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Kennah G Parham

INNOVATIVE WEALTH BUILDING LLC·CALIFORNIA, Maryland
SIE, Series 7, Series 66CFPChFCClean record10 years registeredINNOVATIVE WEALTH BUILDING LLC
23567 OAK VIEW DRIVE, CALIFORNIA, MD 20619CRD# 6561550Firm CRD# 314942

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kennah G Parham · CALIFORNIA, MD
Registration
CRD #6561550 · INNOVATIVE WEALTH BUILDING LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

INNOVATIVE WEALTH BUILDING LLC
Jul 2021 – present
PRUDENTIAL FINANCIAL PLANNING SERVICES
Jun 2018 – Jun 2021
Bethesda, MD
FIRST COMMAND ADVISORY SERVICES
Dec 2015 – Mar 2018
Aiea, HI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · December 28, 2015
Years registered · 10
Professional designations · CFP, ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INNOVATIVE WEALTH BUILDING LLC
CRD 314942 · SEC 801-121542
AUM
$419M
Regulatory assets under management
Employees
17
3,301 client accounts
Services offered by INNOVATIVE WEALTH BUILDING LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at INNOVATIVE WEALTH BUILDING LLC →
Introduction

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05

Frequently Asked Questions

What services does Kennah G Parham offer?
Kennah G Parham specializes in Financial Planning, Investment Management. Contact their office in CALIFORNIA, Maryland for a consultation.
What are Kennah G Parham's credentials?
Kennah G Parham holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Kennah G Parham located?
Kennah G Parham is based in CALIFORNIA, Maryland, working with INNOVATIVE WEALTH BUILDING LLC. Their office serves clients in the CALIFORNIA metropolitan area and surrounding communities.
How does Kennah G Parham charge for services?
Kennah G Parham's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INNOVATIVE WEALTH BUILDING LLC?
INNOVATIVE WEALTH BUILDING LLC has approximately 17 employees and manages $419M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at INNOVATIVE WEALTH BUILDING LLC

Warren Paul Brooks
CALIFORNIA, MD
Jennifer Brooks Hill
CALIFORNIA, MD
Terry Everett Parham
CALIFORNIA, MD
CFPChFC

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Maryland
BALTIMORE (162)BETHESDA (145)ROCKVILLE (90)HUNT VALLEY (66)TOWSON (60)ANNAPOLIS (39)COLUMBIA (34)CHEVY CHASE (32)TIMONIUM (20)OWINGS MILLS (18)
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Research
Advisor Fees in MarylandNational Fee Analysis
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