Advisor at Innovative Wealth Building LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Innovative Wealth Building LLC
Location
California, MD 20619
Credentials
CFP®, ChFC®, Series 66
Industry experience
10 years
Financial planning and consulting services fixed fee between $300 and $2,500.
$0 - $1,000,000.00: 0.90% $1,000,000.01 - $2,000,000.00: 0.85% $2,000,000.01 - $3,000,000.00: 0.80% $3,000,000.01 - $4,000,000.00: 0.75% $4,000,000.01 - $5,000,000.00: 0.70% $5,000,000.01 - $10,000,000.00: 0.60% $10,000,000.01+: 0.50%
Insurance commissions earned by investment adviser representatives are separate and in addition to advisory fees.
Financial planning and consulting services hourly rate between $50 and $500.
Innovative Wealth Building LLC
2021 - Present (5 years)
Na
2021 - 2021 (1 year)
Prudential Financial
2018 - 2021 (3 years)
Pruco Securities LLC
2018 - 2021 (3 years)
Unemployed
2018 - 2018 (1 year)
First Command Financial Services
2017 - 2018 (1 year)
First Command Financial Planning, LLC
2016 - 2018 (2 years)
First Command Financial Services
2016 - 2017 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Mechanicsville, MD
Edward Jones
Series 63, Series 65, Series 66
Leonardtown, MD
Edward Jones
Series 66
Solomons, MD
Edward Jones
Series 66
Leonardtown, MD
Edward Jones
Series 63, Series 65
Lusby, MD
Edward Jones
Series 66
California, MD
Edward Jones
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