Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Everett Parham is a financial advisor with Innovative Wealth Building LLC. Terry has been in the industry since 2012. Terry is registered with the Securities and Exchange Commission as an Investment Adviser Representative in California, Maryland, and Texas. Innovative Wealth Building LLC is a fee-based firm with a focus on providing financial planning and portfolio management services to individuals and charitable organizations. The firm manages approximately $418,720,640 in assets for its clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MD
09/05/2021 - Present
Innovative Wealth Building LLC (CALIFORNIA MD)
MD
06/25/2018 - 06/28/2021
PRUCO SECURITIES, LLC. (Bethesda MD)
GA
12/21/2012 - 04/05/2018
FIRST COMMAND FINANCIAL PLANNING, INC. (Hinesville GA)
TX
10/01/2012 - 12/20/2012
PRUCO SECURITIES, LLC. (AUSTIN TX)
IA
Issued 01/07/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2024
Series 24 - General Securities Principal Examination
BC
Issued 03/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2016
Series 7 - General Securities Representative Examination
BC
Issued 09/28/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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