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Terry Everett Parham

Investment Adviser Representative at INNOVATIVE WEALTH BUILDING LLC

Bethesda, MDCRD #5924439Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
14 yrs
States Registered
2 states
Exams Passed
7

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
MarylandTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 1/7/2013
Series 63
Uniform Securities Agent State Law Examination
Passed 10/3/2012
Series 24
General Securities Principal Examination
Passed 3/29/2024
Series 7TO
General Securities Representative Examination
Passed 3/29/2024
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 8/8/2016
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 9/28/2012

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

INNOVATIVE WEALTH BUILDING LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

PRUCO SECURITIES, LLC.
6/25/20186/28/2021Bethesda, MD
FIRST COMMAND FINANCIAL PLANNING, INC.
12/21/20124/5/2018Hinesville, GA
PRUCO SECURITIES, LLC.
10/1/201212/20/2012AUSTIN, TX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Terry Everett Parham has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Terry Everett Parham - Financial Advisor in Bethesda, MD | AdvisorFinder