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Kennah G Parham

Innovative Wealth Building LLC

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About Kennah G Parham

Kennah G. Parham is a financial advisor registered with Innovative Wealth Building LLC and Pruco Securities LLC. Kennah has been in the industry since 2014 and holds the Series 66, Series 7, and SIE licenses. Kennah holds the designations of Certified Financial Planner and Chartered Financial Consultant. Kennah's areas of specialization include retirement planning, college savings, and estate planning. Kennah is dedicated to helping clients achieve their financial goals.

Firm Information

Kennah Parham is currently registered with Innovative Wealth Building LLC. Innovative Wealth Building LLC is an investment advisory firm with offices in CALIFORNIA, MD. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. The firm has $418,720,640 in regulatory assets under management and 3,301 total accounts. They participate in wrap fee programs.
Innovative Wealth Building LLC

23567 OAK VIEW DRIVE

CALIFORNIA, MD 20619

$418.72M

Assets Under Management

5

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kennah Parham’s Registration & Firm History

MD

07/02/2021 - Present

Innovative Wealth Building LLC (CALIFORNIA MD)

MD

06/21/2018 - 06/25/2021

PRUCO SECURITIES, LLC. (Bethesda MD)

HI

11/26/2015 - 03/15/2018

FIRST COMMAND FINANCIAL PLANNING, INC. (AIEA HI)

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Licenses & Designations

BOTH

Issued 12/22/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/25/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kennah G Parham.
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