Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
14yrs
Terry Parham has worked in the financial industry for 14 years and is a fiduciary financial advisor based in Houston, Texas. Terry has been with Private Advisor Group since 2026; before that, Terry spent five years at Innovative Wealth Building and three years at Pruco Securities. Terry’s designations include CFP® and ChFC.
One of 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?More experience than 52% of advisors in Texas
OfficeHouston, TX
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$330,212
Advisors at the firm851
States licensed ?1 state
Services through Private Advisor Group
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Sep 2026 – nowPrivate Advisor Group, LLCCurrent firm
- 2021 – 2026Innovative Wealth Building LLCPreviously
- 2018 – 2021Pruco Securities, LLC.Previously
- 2015 – 2018First Command Advisory ServicesPreviously
- 2013 – 2015First Command Brokerage Services, Inc.Previously
Contact Terry
(973) 538-7010Firm headquarters in Morristown, NJ. Ask for Terry. Houston, TXOffice · Get directions YouTube channelPrivate Advisor GroupIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Terry
Tailored to Terry’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Terry
How do I contact Terry?
Call Private Advisor Group at (973) 538-7010 and ask for Terry Parham. Terry works from the Houston, TX office.
How long has Terry been a financial advisor?
Terry has been in the industry since 2012, about 14 years. More experience than 52% of advisors in Texas.
What licenses does Terry hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Terry a fiduciary?
Terry is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Terry paid?
Private Advisor Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Terry for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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