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Terry Everett Parham

INNOVATIVE WEALTH BUILDING LLC·CALIFORNIA, Maryland
SIE, Series 6, Series 7, Series 7TO, Series 24, Series 63, Series 65CFPChFCClean record13 years registeredINNOVATIVE WEALTH BUILDING LLC
23567 OAK VIEW DRIVE, CALIFORNIA, MD 20619CRD# 5924439Firm CRD# 314942

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Terry Everett Parham · CALIFORNIA, MD
Registration
CRD #5924439 · INNOVATIVE WEALTH BUILDING LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

INNOVATIVE WEALTH BUILDING LLC
Jun 2021 – present
PRUDENTIAL FINANCIAL PLANNING SERVICES
Jun 2018 – Jun 2021
Bethesda, MD
FIRST COMMAND ADVISORY SERVICES
Dec 2015 – Apr 2018
Hinesville, GA
FIRST COMMAND FINANCIAL PLANNING, INC.
Jan 2013 – Dec 2015
Hinesville, GA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 7TO
Series 24
Series 63
Series 65
Registration record
First registered · January 8, 2013
Years registered · 13
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 Terry Everett Parham offer?
Terry Everett Parham specializes in Financial Planning, Investment Management. Contact their office in CALIFORNIA, Maryland for a consultation.
What are Terry Everett Parham's credentials?
Terry Everett Parham holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Terry Everett Parham located?
Terry Everett 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 Terry Everett Parham charge for services?
Terry Everett 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
Kennah G Parham
CALIFORNIA, MD
CFPChFC
Jennifer Brooks Hill
CALIFORNIA, MD

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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