Robert Parham, financial advisor Middleton WI
93 score

Robert Parham

CRD Number: 5481472
Current Firm: Filbrandt Investment Advisers Incorporated

Robert Parham (CRD# 5481472) is an Investment Advisor Representative working at Filbrandt Investment Advisers Incorporated in Middleton, WI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Filbrandt & Company Middleton, WI Sep 2007 - Current 9
Rap & Associates Downers Grove, IL Mar 2003 - Sep 2007 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2008
Contact Info for Robert A. Parham
Phone Number: 608-836-3600
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    627
    MILLIONS
  • Total Number of Accounts
    372
    ACCOUNTS
  • Average Account Value
    $1,686,027
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

CA, FL, GA, IA, IL, IN, LA, MA, MD, MI, MN, NC, NE, NY, TX, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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