Kennah Parham (CRD# 6561550) is an Investment Advisor Representative working at Innovative Wealth Building LLC in California, MD and has over 8 years of experience in the finance industry. Kennah Parham has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5048590
Truist Advisory Services, Inc.
CRD# 6365298
Edward Jones
CRD# 3183397
Mml Investors Services, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Innovative Wealth Building LLC | California, MD | Jun 2021 - Current | 2 |
| Na | Severn, MD | Jun 2021 - Jun 2021 | < 1 |
| Prudential Financial | Bethesda, MD | Jun 2018 - Jun 2021 | 3 |
| Pruco Securities LLC | Bethesda, MD | Jun 2018 - Jun 2021 | 3 |
| Unemployed | Severn, MD | Mar 2018 - May 2018 | < 1 |
| First Command Financial Services | Fort Worth, TX | Aug 2017 - Apr 2018 | < 1 |
| First Command Financial Planning, LLC | Fort Worth, TX | Feb 2016 - Mar 2018 | 2 |
| First Command Financial Services | Honolulu, TX | Feb 2016 - Aug 2017 | 1 |
| Adaptogen Science Nutrition | Honolulu, HI | Sep 2014 - Feb 2016 | 1 |
| First Command Financial Planning, Inc. | Fort Worth, TX | Sep 2015 - Jan 2016 | < 1 |
| Zones, Inc. | Auburn, WA | Jan 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2015 |
- CA
- MD
-
Total Assets Under Management419MILLIONS
-
Total Number of Accounts3,301ACCOUNTS
-
Average Account Value$126,847
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, DC, FL, MA, MD, NC, NE, PA, SC, TN, TX, VA, WA
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