Houston, TX Westheimer Road Office

Terry Parham is a financial advisor at Private Advisor Group, LLC with 13 years of industry experience. He holds the CFP® and ChFC® designations along with Series 63 and Series 65 licenses. His prior experience includes roles at Innovative Wealth Building, LLC and Pruco Securities LLC, among others. He is also a licensed independent insurance agent and occasionally offers insurance products to clients. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party investment strategies and technology platforms.

William Perry is a Certified Financial Planner (CFP®) with 32 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at firms including Mariner Independent Advisor Network, Teamwork Financial Advisors, and A.G. Edwards & Sons. Perry is also a partner at Ascend Integrated Tax, a tax review and preparation business based in Houston, TX. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model, utilizing technology platforms and third-party managers to provide customized investment solutions.

Marlon Zavala is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at Mariner Independent Advisor Network, Teamwork Financial Advisors, and LPL Financial. Zavala is a managing partner of Ascend Integrated Wealth, an investment advisory business based in Houston. Private Advisor Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various managed account programs, utilizing a fiduciary-based advisory model with both proprietary and third-party investment solutions.

Kennah Parham is a financial advisor with Private Advisor Group, LLC in Houston, TX, holding CFP®, ChFC®, and Series 66 credentials and bringing 10 years of industry experience. Prior to joining Private Advisor Group in 2026, Parham worked at Innovative Wealth Building LLC and Prudential Financial. Parham is the founder and CEO of NourishHer Health, a nonprofit organization. Private Advisor Group serves a range of clients including individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model and integrates various investment strategies and third-party managers supported by technology platforms.

Pich Molyka Nhek is a financial advisor at Private Advisor Group, LLC with a Series 65 designation. Nhek has experience working at Weaver Capital Advisors, Sowell Management, and Vattanac Investment Limited, among other firms. Based in Houston, TX, Nhek has been active in the financial services industry since 2015. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model and utilizes multiple technology platforms and investment strategies, often implementing advice through third-party managers and TAMPs.

Christopher Owen is a financial advisor with Private Advisor Group, LLC in Houston, TX. He holds a Series 65 designation and has experience in the industry since 2023. His background includes roles at Ascend Integrated Wealth and Teamwork Financial Group, as well as prior education-related experience at the University of Texas at Austin and Culver Military Academy. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model and leverages multiple strategies and third-party managers to meet client objectives.