IP
Ilinda Parham
FSG WEALTH ADVISORS
Memphis, TN 38117
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CRD#: 7890051
IP
Professional summary
Ilinda Parham is a registered financial advisor currently at FSG WEALTH ADVISORS, LLC located in Memphis, Tennessee.
Ilinda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Ilinda has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Ilanda Parham, CPA, CFP is a tax planning and tax preparation sole proprietorship located at 2011 Desmond Cove, Germantown, TN 38139. She is the sole owner of Ilanda Parham, CPA, CFP. Her business is not investment related. Ms. Parham serves as an independent contractor for Chalmers Poole, CPAs. Ms. Parham started Ilianda Parham, CPA, CFP in June of 2019. Ms. Parham devotes approximately 20 hours/mo. to Ilanda Parham, CPA, CFP, all during trading hours. During tax season, Ms. Parham spends significantly more than 20 hours/week serving Ilanda Parham, CPA, CFP clients. Her duties are tax planning and preparation.
CRS (Client Relationship Summary) - RIA
Click below to view Ilinda Parham's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 4, 2024 - Present
FSG WEALTH ADVISORS, LLC
Office #1: 700 Colonial Rd., Ste. 130, Memphis, TN 38117RIA
CRD#: 330709
Memphis, TN
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Tennessee(4/4/2024)
Exams
Current Firm
FW
FSG WEALTH ADVISORS, LLC
FSG WEALTH ADVISORS, LLC
CRD#: 330709 / SEC#:
Tennessee
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Contact information
Main Address
700 Colonial Rd., Ste. 130, Memphis, TN 38117
Mailing Address
Phone number
(901) 763-3335
Established
Firm type
Fiscal year end
# of Employees
5
Regulatory assets under management
| Total Number of Accounts | 15 |
| AUM (Assets Under Management) | $ 13,576,065 |
Red Flags
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Company Information
FSG WEALTH ADVISORS, LLC
CRD#: 330709Memphis, TN 38117TRUST BUT VERIFY
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