Terry Parham, financial advisor Hinesville GA
96 score

Terry Parham

CRD Number: 5924439
Current Firm: First Command Advisory Services

Terry Parham (CRD# 5924439) is an Investment Advisor Representative working at First Command Advisory Services in Hinesville, GA and has over 5 years of experience in the finance industry. Terry 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.

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Professional Designations
Company Name Location Dates Years
First Command Advisory Services Fort Worth, TX Dec 2015 - Current 2
First Command Financial Planning, Inc. Fort Worth, TX Feb 2013 - Current 5
First Command Financial Planning, Inc. Fort Worth, TX Feb 2013 - Current 5
First Command Fort Worth, TX Dec 2012 - Feb 2013 < 1
Pruco Securities LLC Austin, TX Aug 2012 - Dec 2012 < 1
The Prudential Insurance Company Of America Austin, TX Aug 2012 - Dec 2012 < 1
Lhi Killeen, TX Jun 2012 - Dec 2012 < 1
Unemployment Killeen, TX Apr 2012 - Jun 2012 < 1
St. Lawrence University Canton, NY Aug 2008 - May 2012 3
Northwestern Mutual Watertown, NY Apr 2011 - Apr 2012 1
Burger King Fort Drum, NY Nov 2007 - Aug 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2012
S65 NASAA Investment Advisors Law Examination Jan 2013
Contact Info for Terry E. Parham
Phone Number: 817-731-8621
Registered State(s):
  • GA
  • TX
  • SC
By the Numbers
  • Total Assets Under Management
    11,893
    MILLIONS
  • Total Number of Accounts
    83,608
    ACCOUNTS
  • Average Account Value
    $142,251
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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