Paul
Dio
Innovative Advisory Group
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About this Advisor
Paul Dio is a financial advisor based in Lexington, Massachusetts, working with Innovative Advisory Group. Paul has previously held positions at National Planning Corporation, Trilogy Financial Services, Trilogy Capital, Inc, Lpl Financial LLC, and Innovative Advisory Group, LLC. Paul has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Paul is part of Innovative Advisory Group, which operates out of Lexington, Massachusetts. The firm has 5 offices and 9 employees. The firm manages assets totaling $129.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Innovative Advisory Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Innovative Advisory Group Brokerage Details
$129,000,000
9
782
$164,962
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Paul Dio Work History
Innovative Advisory Group, LLC
Lpl Financial LLC
Lpl Financial LLC
Trilogy Capital, Inc
National Planning Corporation
Trilogy Financial Services
Disclosures
Please visit the SEC profile of Paul Dio to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Innovative Advisory Group
Arlington, VA
Nyack, NY
Lexington, MA
Lexington, MA
Lexington, MA
Lexington, MA
Lexington, MA
Lubbock, TX
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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