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Tyler Parham

Advisor at Oppenheimer

Updated today
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Firm

Oppenheimer

Location

King George, VA

Credentials

Series 63, Series 65

Industry experience

9 years

Fee options

Percentage

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)

Commissions

FAM and Alpha programs charge commissions on securities transactions; commission rates may be discounted at discretion of Oppenheimer

Performance-based

Oppenheimer Activist Partners LP charges 1.0% per annum management fee plus 5% incentive fee on profits with high water mark

Other

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

Work history

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)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

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