Julie Christina Parham
Investment adviser representative at Sarmaya Partners, LLC
11 yearsExperience
1 stateRegistered in
$33MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Sarmaya Partners, LLCNov 2025 to now
- Truist Advisory Services, IncNov 2020 to now
- Bb&t SecuritiesApr 2019 to Oct 2020
- Active Job SearchFeb 2019 to Mar 2019
- Dynamic BrandsNov 2015 to Jan 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
Sarmaya Partners, LLC
$33MAssets managed
1Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4465301
- Firm CRD
- 330100