Innovative Advisory Group
Innovative Advisory Group (CRD# 146618) is a financial advisory firm headquartered in Lexington, MA. They manage $129,000,000 in 782 accounts and serve the financial needs of clients across 20 states (or territories).
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Total Assets Under Management129MILLION
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Total Number of Accounts782ACCOUNTS
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Average Account Value$164,962
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, LA, MA, MD, ME, MI, MN, NC, NH, NJ, NY, PA, SC, TX, VA, WA
Kirk Chisholm (CRD# 4004975) is an Investment Advisor Representative working at Innovative Advisory Group in Lexington, MA and has over 24 years of experience in the finance industry.
Paul Dio (CRD# 6003511) is an Investment Advisor Representative working at Innovative Advisory Group in Lexington, MA and has over 12 years of experience in the finance industry.
John English (CRD# 5974241) is an Investment Advisor Representative working at Innovative Advisory Group in Nyack, NY and has over 7 years of experience in the finance industry.
Redina Franklin (CRD# 2867546) is an Investment Advisor Representative working at Innovative Advisory Group in Lubbock, TX and has over 27 years of experience in the finance industry.
Rajeev Kotyan (CRD# 5479610) is an Investment Advisor Representative working at Innovative Advisory Group in Lexington, MA and has over 16 years of experience in the finance industry.
Timothy Picciott (CRD# 5535180) is an Investment Advisor Representative working at Innovative Advisory Group in Lexington, MA and has over 15 years of experience in the finance industry.
Brian Lovecchio (CRD# 4399921) is an Investment Advisor Representative working at Innovative Advisory Group in Arlington, VA and has over 18 years of experience in the finance industry.
Tienchia Wang (CRD# 4803112) is an Investment Advisor Representative working at Innovative Advisory Group in Lexington, MA and has over 19 years of experience in the finance industry.