Tyler Parham
Advisor at Oppenheimer
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.
Advisor at Oppenheimer
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
Oppenheimer
Location
King George, VA
Credentials
Series 63, Series 65
Industry experience
9 years
MF/ETFs only: $10,000 - $24,999: 2.5% (FAM); 2.25% (Preference and Preference Retirement) Multi-security: $25,000 - $49,999: 2.5% (FAM); 2.25% (Preference and Preference Retirement) Multi-security: $50,000 - $99,999: 2.5% (FAM); 2.25% (Preference and Preference Retirement) Include Bonds: $100,000+: 2.5% (FAM); 2.25% (Preference and Preference Retirement)
FAM and Alpha programs charge commissions on securities transactions; commission rates may be discounted at discretion of Oppenheimer
Oppenheimer Activist Partners LP charges 1.0% per annum management fee plus 5% incentive fee on profits with high water mark
Account minimum: $10,000 Minimum fee: Minimum annual fee of $250 for Preference and FAM accounts if under $50,000; waived if account is at least $50,000 or household accounts total at least $250,000 Fee-only: Consulting and Retirement Services fees up to 1.00% per year; Financial Planning fees up to $10,000 per plan
Oppenheimer & Co. INC.
2025 - Present (1 year)
Cetera Investment advisers LLC
2019 - 2025 (6 years)
Cetera Investment Services Llc
2019 - 2025 (6 years)
Better Housing Coalition
2018 - 2021 (3 years)
Pies and Pints
2018 - 2018 (1 year)
Foresters Financial Services
2017 - 2019 (2 years)
Foresters Financial
2016 - 2017 (1 year)
Pocahontas State Park
2016 - 2016 (1 year)
Beach Body
2016 - 2017 (1 year)
American Red Cross
2016 - 2017 (1 year)
Dive Connections
2015 - 2016 (1 year)
ACAC
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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